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 | $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% | – |
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% |