SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 697 filers reported holding SCHWAB STRATEGIC TR in Q4 2019. The put-call ratio across all filers is 1.60 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,229 | -3.5% | 29,676 | +2.1% | 0.15% | +30.4% |
| Q2 2023 | $1,273 | +3.7% | 29,057 | -0.7% | 0.12% | -25.3% |
| Q1 2023 | $1,227 | -0.2% | 29,272 | -3.6% | 0.15% | -9.9% |
| Q4 2022 | $1,230 | -99.9% | 30,362 | +3.5% | 0.17% | +6.9% |
| Q3 2022 | $1,109,000 | +66.3% | 29,341 | +71.4% | 0.16% | +72.0% |
| Q2 2022 | $667,000 | -3.2% | 17,115 | +17.6% | 0.09% | +10.7% |
| Q1 2022 | $689,000 | -11.1% | 14,549 | +92.1% | 0.08% | -5.6% |
| Q4 2021 | $775,000 | +17.2% | 7,572 | +14.6% | 0.09% | 0.0% |
| Q3 2021 | $661,000 | +11.5% | 6,607 | +16.0% | 0.09% | +11.2% |
| Q2 2021 | $593,000 | +4.2% | 5,694 | -0.3% | 0.08% | +2.6% |
| Q1 2021 | $569,000 | +14.3% | 5,711 | +2.1% | 0.08% | +6.8% |
| Q4 2020 | $498,000 | +25.4% | 5,596 | -3.8% | 0.07% | +12.3% |
| Q3 2020 | $397,000 | +10.6% | 5,816 | +6.0% | 0.06% | +3.2% |
| Q2 2020 | $359,000 | +36.5% | 5,488 | +7.5% | 0.06% | +10.5% |
| Q1 2020 | $263,000 | -4.7% | 5,104 | +39.9% | 0.06% | +3.6% |
| Q4 2019 | $276,000 | +3.8% | 3,649 | -4.4% | 0.06% | -6.8% |
| Q3 2019 | $266,000 | – | 3,816 | – | 0.06% | – |
Download | ||||||
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% |