SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 442 filers reported holding SCHWAB STRATEGIC TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $3,082,664 | -3.7% | 64,967 | -0.0% | 1.21% | -4.5% |
Q1 2024 | $3,199,647 | +4.0% | 64,981 | -0.3% | 1.27% | -0.7% |
Q4 2023 | $3,077,585 | +22.7% | 65,148 | +7.6% | 1.28% | +10.5% |
Q3 2023 | $2,507,264 | -1.7% | 60,533 | +3.9% | 1.15% | +1.2% |
Q2 2023 | $2,551,156 | +1.5% | 58,246 | -2.8% | 1.14% | -5.9% |
Q1 2023 | $2,512,869 | +3.3% | 59,930 | -0.2% | 1.21% | -2.8% |
Q4 2022 | $2,431,608 | +5.1% | 60,025 | -1.9% | 1.25% | +0.1% |
Q3 2022 | $2,314,000 | -1.7% | 61,211 | +1.3% | 1.25% | +0.7% |
Q2 2022 | $2,355,000 | -16.1% | 60,401 | +1.9% | 1.24% | -4.3% |
Q1 2022 | $2,808,000 | -7.4% | 59,290 | +100.1% | 1.29% | -5.0% |
Q4 2021 | $3,034,000 | +1.1% | 29,630 | -1.2% | 1.36% | -8.7% |
Q3 2021 | $3,001,000 | -1.9% | 29,984 | +2.1% | 1.49% | -4.1% |
Q2 2021 | $3,060,000 | +3.4% | 29,377 | -1.0% | 1.55% | -4.6% |
Q1 2021 | $2,958,000 | +11.0% | 29,681 | -0.9% | 1.63% | +3.8% |
Q4 2020 | $2,666,000 | +29.8% | 29,960 | -0.3% | 1.57% | +14.9% |
Q3 2020 | $2,054,000 | +5.7% | 30,058 | +1.1% | 1.37% | -4.3% |
Q2 2020 | $1,943,000 | +24.2% | 29,739 | -2.1% | 1.43% | +4.2% |
Q1 2020 | $1,565,000 | -33.0% | 30,374 | -1.6% | 1.37% | -17.4% |
Q4 2019 | $2,336,000 | +14.0% | 30,880 | +5.0% | 1.66% | -18.1% |
Q3 2019 | $2,050,000 | -5.0% | 29,397 | -2.6% | 2.02% | -5.4% |
Q2 2019 | $2,157,000 | +8.8% | 30,176 | +6.4% | 2.14% | +4.2% |
Q1 2019 | $1,983,000 | +14.8% | 28,355 | -0.4% | 2.05% | +4.2% |
Q4 2018 | $1,727,000 | -19.6% | 28,465 | +0.9% | 1.97% | -5.2% |
Q3 2018 | $2,149,000 | +8.0% | 28,208 | +4.3% | 2.08% | -2.9% |
Q2 2018 | $1,990,000 | +11.5% | 27,053 | +4.8% | 2.14% | +9.7% |
Q1 2018 | $1,785,000 | +0.4% | 25,820 | +1.3% | 1.95% | +0.2% |
Q4 2017 | $1,778,000 | – | 25,499 | – | 1.95% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Filbrandt Wealth Management, LLC | 374,051 | $24,441,000 | 19.47% |
RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 170,384 | $11,133,000 | 12.93% |
Strategic Financial Planning, Inc. | 167,381 | $10,937,000 | 12.18% |
MONEYWISE, INC. | 213,638 | $13,959,000 | 11.18% |
APPLETON GROUP, LLC | 138,536 | $9,052,000 | 10.90% |
Marcum Wealth, LLC | 474,002 | $30,971,000 | 9.53% |
Financial Advisors, LLC | 244,345 | $15,965,000 | 8.90% |
Mokosak Advisory Group, LLC | 202,751 | $13,254,000 | 8.09% |
MARSHALL FINANCIAL GROUP INC /ADV | 157,711 | $10,305,000 | 6.84% |
Charles Schwab Investment Advisory, Inc. | 40,688,542 | $2,658,589,000 | 6.70% |