SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 481 filers reported holding SCHWAB STRATEGIC TR in Q2 2018. The put-call ratio across all filers is 0.59 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2019 | $302,000 | -3.5% | 4,330 | -0.9% | 0.25% | -8.4% |
| Q2 2019 | $313,000 | +2.3% | 4,371 | -0.1% | 0.27% | -8.1% |
| Q1 2019 | $306,000 | +3.0% | 4,374 | -10.6% | 0.30% | +19.3% |
| Q4 2018 | $297,000 | -27.6% | 4,892 | -9.2% | 0.25% | -21.2% |
| Q3 2018 | $410,000 | +4.3% | 5,389 | +0.9% | 0.32% | +2.3% |
| Q2 2018 | $393,000 | +10.1% | 5,343 | +3.5% | 0.31% | +1.3% |
| Q1 2018 | $357,000 | -20.8% | 5,164 | -20.2% | 0.30% | -16.4% |
| Q4 2017 | $451,000 | – | 6,469 | – | 0.36% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| MONEYWISE, INC. | 201,177 | $20,601,000 | 13.24% |
| Strategic Financial Planning, Inc. | 163,200 | $16,712,000 | 12.01% |
| Financial Advisors, LLC | 364,323 | $37,307,000 | 11.37% |
| COLUMBIA ADVISORY PARTNERS LLC | 98,678 | $10,105,000 | 10.07% |
| FIDELIS iM, LLC | 165,544 | $16,952,000 | 9.68% |
| RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 225,880 | $23,130,000 | 9.50% |
| Mokosak Advisory Group, LLC | 205,964 | $21,092,000 | 8.09% |
| Ascension Capital Advisors, Inc. | 115,174 | $11,794,000 | 7.73% |
| Scarborough Advisors, LLC | 210,617 | $21,567,000 | 7.41% |
| Charles Schwab Investment Advisory, Inc. | 44,633,989 | $4,570,520,000 | 7.17% |