SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 599 filers reported holding SCHWAB STRATEGIC TR in Q2 2019. The put-call ratio across all filers is 2.03 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $246,408 | -22.7% | 5,193 | -19.8% | 0.03% | +3.7% |
| Q1 2024 | $318,731 | +360.2% | 6,473 | +287.1% | 0.03% | +285.7% |
| Q4 2023 | $69,254 | 0.0% | 1,672 | 0.0% | 0.01% | 0.0% |
| Q3 2023 | $69,254 | +177.0% | 1,672 | +241.2% | 0.01% | +16.7% |
| Q1 2020 | $25,000 | -32.4% | 490 | 0.0% | 0.01% | -14.3% |
| Q4 2019 | $37,000 | +8.8% | 490 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $34,000 | -2.9% | 490 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $35,000 | +2.9% | 490 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $34,000 | +13.3% | 490 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $30,000 | – | 490 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Filbrandt Wealth Management, LLC | 374,051 | $24,441,000 | 19.47% |
| RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 170,384 | $11,133,000 | 12.93% |
| Strategic Financial Planning, Inc. | 167,381 | $10,937,000 | 12.18% |
| MONEYWISE, INC. | 213,638 | $13,959,000 | 11.18% |
| APPLETON GROUP, LLC | 138,536 | $9,052,000 | 10.90% |
| Marcum Wealth, LLC | 474,002 | $30,971,000 | 9.53% |
| Financial Advisors, LLC | 244,345 | $15,965,000 | 8.90% |
| Mokosak Advisory Group, LLC | 202,751 | $13,254,000 | 8.09% |
| MARSHALL FINANCIAL GROUP INC /ADV | 157,711 | $10,305,000 | 6.84% |
| Charles Schwab Investment Advisory, Inc. | 40,688,542 | $2,658,589,000 | 6.70% |