SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 558 filers reported holding SCHWAB STRATEGIC TR in Q4 2018. The put-call ratio across all filers is 0.67 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $15,183,000 | +2.3% | 151,675 | +6.5% | 7.38% | -4.3% |
| Q2 2021 | $14,843,000 | +8.7% | 142,475 | +4.0% | 7.72% | +17.3% |
| Q1 2021 | $13,658,000 | +21.4% | 137,035 | +8.4% | 6.58% | +12.2% |
| Q4 2020 | $11,254,000 | +25.7% | 126,445 | -3.5% | 5.86% | +13.7% |
| Q3 2020 | $8,953,000 | -7.3% | 131,045 | -11.3% | 5.15% | -9.5% |
| Q2 2020 | $9,654,000 | -20.4% | 147,755 | -37.2% | 5.70% | -34.2% |
| Q1 2020 | $12,121,000 | +19.5% | 235,277 | +75.5% | 8.66% | +40.0% |
| Q4 2019 | $10,142,000 | +41.7% | 134,085 | +30.7% | 6.18% | +32.2% |
| Q3 2019 | $7,155,000 | +0.0% | 102,615 | +2.5% | 4.68% | -1.0% |
| Q2 2019 | $7,154,000 | +0.6% | 100,085 | -1.6% | 4.72% | +9.6% |
| Q1 2019 | $7,113,000 | +17.6% | 101,720 | +2.0% | 4.31% | +11.9% |
| Q4 2018 | $6,050,000 | -49.7% | 99,705 | -36.9% | 3.85% | -42.0% |
| Q3 2018 | $12,039,000 | -6.1% | 158,060 | -9.3% | 6.65% | -6.1% |
| Q2 2018 | $12,825,000 | +9.8% | 174,320 | +3.2% | 7.07% | -1.5% |
| Q1 2018 | $11,678,000 | +14.8% | 168,935 | +15.8% | 7.18% | -0.4% |
| Q4 2017 | $10,176,000 | – | 145,910 | – | 7.21% | – |
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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% |