SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 481 filers reported holding SCHWAB STRATEGIC TR in Q2 2018. The put-call ratio across all filers is 0.59 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $3,056,000 | +9.4% | 44,731 | +4.6% | 1.03% | -4.0% |
| Q2 2020 | $2,794,000 | +29.4% | 42,769 | +2.0% | 1.07% | +3.7% |
| Q1 2020 | $2,159,000 | -45.8% | 41,911 | -20.5% | 1.04% | -29.9% |
| Q4 2019 | $3,986,000 | +23.5% | 52,692 | +13.8% | 1.48% | +17.2% |
| Q3 2019 | $3,227,000 | +30.4% | 46,285 | +33.7% | 1.26% | +29.4% |
| Q2 2019 | $2,475,000 | +34.7% | 34,631 | +31.7% | 0.97% | +18.7% |
| Q1 2019 | $1,838,000 | +76.6% | 26,286 | +53.2% | 0.82% | +45.9% |
| Q4 2018 | $1,041,000 | +25925.0% | 17,154 | +31089.1% | 0.56% | +28000.0% |
| Q2 2018 | $4,000 | 0.0% | 55 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $4,000 | +100.0% | 55 | +1.9% | 0.00% | +100.0% |
| Q4 2015 | $2,000 | 0.0% | 54 | +28.6% | 0.00% | 0.0% |
| Q3 2015 | $2,000 | 0.0% | 42 | 0.0% | 0.00% | 0.0% |
| Q2 2015 | $2,000 | -99.0% | 42 | -98.9% | 0.00% | -99.4% |
| Q2 2014 | $204,000 | -17.1% | 3,713 | -19.3% | 0.17% | -14.8% |
| Q1 2014 | $246,000 | +10.3% | 4,603 | +8.2% | 0.20% | +1.5% |
| Q4 2013 | $223,000 | – | 4,256 | – | 0.20% | – |
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% |