SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 560 filers reported holding SCHWAB STRATEGIC TR in Q4 2018. The put-call ratio across all filers is 0.67 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $359,221 | -51.8% | 7,571 | -50.0% | 0.03% | -6.9% |
| Q1 2024 | $745,544 | +108.5% | 15,142 | +100.0% | 0.03% | -6.5% |
| Q4 2023 | $357,631 | +14.1% | 7,571 | 0.0% | 0.03% | -3.1% |
| Q3 2023 | $313,571 | -5.4% | 7,571 | +0.0% | 0.03% | -3.0% |
| Q2 2023 | $331,589 | +4.5% | 7,570 | -0.0% | 0.03% | -2.9% |
| Q1 2023 | $317,432 | -46.2% | 7,571 | -48.0% | 0.03% | -49.3% |
| Q4 2022 | $590,252 | +5.0% | 14,571 | -1.9% | 0.07% | +26.4% |
| Q3 2022 | $562,000 | -1.1% | 14,859 | +2.0% | 0.05% | -22.1% |
| Q2 2022 | $568,000 | -83.1% | 14,571 | -67.1% | 0.07% | -93.7% |
| Q4 2019 | $3,354,000 | +10.5% | 44,336 | +1.9% | 1.07% | +2.1% |
| Q3 2019 | $3,035,000 | +3.3% | 43,529 | +5.9% | 1.05% | -30.6% |
| Q2 2019 | $2,939,000 | +10.8% | 41,117 | +8.4% | 1.51% | -0.3% |
| Q1 2019 | $2,652,000 | +4.2% | 37,920 | -9.6% | 1.52% | -29.0% |
| Q4 2018 | $2,546,000 | – | 41,950 | – | 2.14% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Strategic Financial Planning, Inc. | 301,624 | $12,647,105 | 11.56% |
| MONEYWISE, INC. | 418,944 | $17,566,336 | 11.36% |
| Financial Advisors, LLC | 934,943 | $39,202,142 | 9.93% |
| RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 712,588 | $29,878,802 | 9.58% |
| FIDELIS iM, LLC | 368,904 | $15,468,149 | 9.23% |
| Mokosak Advisory Group, LLC | 470,550 | $19,731,715 | 8.41% |
| Ascension Capital Advisors, Inc. | 241,825 | $10,139,725 | 7.83% |
| MERIDIAN MANAGEMENT CO | 508,516 | $21,322,076 | 6.99% |
| Marcum Wealth, LLC | 1,271,131 | $53,298,536 | 6.65% |
| Waterford Advisors, LLC | 291,287 | $12,214 | 6.61% |