SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 829 filers reported holding SCHWAB STRATEGIC TR in Q2 2021. The put-call ratio across all filers is 0.25 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $2,946,490 | -0.6% | 70,646 | -3.6% | 2.18% | -1.1% |
| Q4 2022 | $2,963,198 | -3.5% | 73,292 | -2.5% | 2.20% | -4.0% |
| Q3 2022 | $3,070,000 | +2.6% | 75,179 | -1.5% | 2.29% | +6.2% |
| Q2 2022 | $2,992,000 | -18.8% | 76,311 | -0.9% | 2.16% | -8.9% |
| Q1 2022 | $3,685,000 | -2.4% | 76,987 | +101.2% | 2.37% | -0.2% |
| Q4 2021 | $3,777,000 | +1.8% | 38,257 | +4.1% | 2.37% | -8.1% |
| Q3 2021 | $3,711,000 | -4.7% | 36,752 | -2.0% | 2.58% | -2.9% |
| Q2 2021 | $3,893,000 | +6.3% | 37,512 | +2.1% | 2.66% | -1.2% |
| Q1 2021 | $3,661,000 | +17.8% | 36,730 | +5.4% | 2.69% | +4.3% |
| Q4 2020 | $3,107,000 | +31.7% | 34,833 | +0.9% | 2.58% | +10.7% |
| Q3 2020 | $2,359,000 | +5.3% | 34,525 | +0.7% | 2.33% | +2.0% |
| Q2 2020 | $2,240,000 | +31.2% | 34,282 | -0.6% | 2.28% | +10.9% |
| Q1 2020 | $1,707,000 | -32.2% | 34,472 | +3.8% | 2.06% | -11.0% |
| Q4 2019 | $2,516,000 | +9.2% | 33,196 | +0.5% | 2.32% | +12.6% |
| Q3 2019 | $2,303,000 | -0.1% | 33,025 | +2.6% | 2.06% | -4.1% |
| Q2 2019 | $2,305,000 | +3.7% | 32,190 | +2.1% | 2.14% | +2.5% |
| Q1 2019 | $2,223,000 | +34.3% | 31,531 | +14.7% | 2.09% | +13.9% |
| Q4 2018 | $1,655,000 | -26.2% | 27,488 | -6.7% | 1.84% | -10.3% |
| Q3 2018 | $2,244,000 | +8.8% | 29,466 | +5.1% | 2.05% | +1.9% |
| Q2 2018 | $2,063,000 | – | 28,036 | – | 2.01% | – |
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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% |