SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 440 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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $56,764 | +7.1% | 1,401 | +0.5% | 0.01% | +27.3% |
| Q3 2022 | $53,000 | -1.9% | 1,394 | +0.3% | 0.01% | -8.3% |
| Q2 2022 | $54,000 | -18.2% | 1,390 | +0.4% | 0.01% | +9.1% |
| Q1 2022 | $66,000 | -8.3% | 1,385 | +98.1% | 0.01% | +10.0% |
| Q4 2021 | $72,000 | +2.9% | 699 | +0.6% | 0.01% | 0.0% |
| Q3 2021 | $70,000 | -2.8% | 695 | +0.3% | 0.01% | -9.1% |
| Q2 2021 | $72,000 | +2.9% | 693 | -1.3% | 0.01% | 0.0% |
| Q1 2021 | $70,000 | -90.3% | 702 | -93.1% | 0.01% | -93.0% |
| Q2 2020 | $724,000 | +10.0% | 10,138 | -7.0% | 0.16% | -7.6% |
| Q1 2020 | $658,000 | -80.2% | 10,900 | -74.9% | 0.17% | -81.7% |
| Q4 2019 | $3,325,000 | -0.9% | 43,457 | -8.2% | 0.93% | -20.3% |
| Q3 2019 | $3,355,000 | +2.3% | 47,360 | +3.0% | 1.17% | -15.3% |
| Q2 2019 | $3,279,000 | -3.1% | 45,980 | -0.2% | 1.38% | -3.8% |
| Q1 2019 | $3,383,000 | -0.8% | 46,086 | -3.5% | 1.44% | -18.5% |
| Q4 2018 | $3,409,000 | +36.3% | 47,778 | +28.9% | 1.76% | +25.8% |
| Q3 2018 | $2,501,000 | -1.4% | 37,071 | +7.5% | 1.40% | -5.3% |
| Q2 2018 | $2,537,000 | +12.3% | 34,490 | +5.6% | 1.48% | +0.3% |
| Q1 2018 | $2,259,000 | -4.8% | 32,672 | -4.0% | 1.47% | -3.5% |
| Q4 2017 | $2,373,000 | – | 34,021 | – | 1.53% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| MONEYWISE, INC. | 429,490 | $20,341,000 | 13.40% |
| Strategic Financial Planning, Inc. | 293,115 | $13,882,000 | 11.54% |
| Financial Advisors, LLC | 766,284 | $36,291,000 | 11.33% |
| Ascension Capital Advisors, Inc. | 250,304 | $11,854,000 | 9.55% |
| RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 508,673 | $24,091,000 | 8.72% |
| FIDELIS iM, LLC | 304,946 | $14,442,000 | 8.49% |
| Mokosak Advisory Group, LLC | 432,932 | $20,505,000 | 8.31% |
| Marcum Wealth, LLC | 1,187,645 | $56,247,000 | 7.76% |
| MARSHALL FINANCIAL GROUP INC /ADV | 375,734 | $17,795,000 | 7.10% |
| Charles Schwab Investment Advisory, Inc. | 93,500,710 | $4,428,193,000 | 7.04% |