SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 627 filers reported holding SCHWAB STRATEGIC TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $720,972 | +11.4% | 17,406 | +17.8% | 0.27% | +14.6% |
| Q2 2023 | $647,206 | -4.9% | 14,776 | -9.0% | 0.23% | -7.9% |
| Q1 2023 | $680,802 | +116675.6% | 16,237 | +12.8% | 0.25% | -8.3% |
| Q4 2022 | $583 | -99.9% | 14,400 | +1.2% | 0.28% | +10.8% |
| Q3 2022 | $538,000 | +83.0% | 14,226 | +331.1% | 0.25% | +90.1% |
| Q4 2020 | $294,000 | -2.3% | 3,300 | -25.2% | 0.13% | -13.2% |
| Q3 2020 | $301,000 | -27.3% | 4,410 | -45.1% | 0.15% | -49.0% |
| Q1 2020 | $414,000 | +35.3% | 8,031 | +91.7% | 0.30% | +63.5% |
| Q3 2019 | $306,000 | +2.0% | 4,190 | 0.0% | 0.18% | -5.2% |
| Q2 2019 | $300,000 | +14.1% | 4,190 | -3.3% | 0.19% | -4.0% |
| Q4 2018 | $263,000 | +232.9% | 4,331 | +268.3% | 0.20% | +243.1% |
| Q1 2018 | $79,000 | – | 1,176 | +39100.0% | 0.06% | – |
| Q4 2017 | $0 | – | 3 | – | 0.00% | – |
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% |