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 2021 | $2,087,000 | -47.5% | 20,846 | -45.4% | 0.33% | -49.7% |
| Q2 2021 | $3,978,000 | +11.7% | 38,186 | +7.9% | 0.66% | +0.3% |
| Q1 2021 | $3,561,000 | +11.2% | 35,379 | -1.7% | 0.66% | -9.3% |
| Q4 2020 | $3,203,000 | +113.5% | 35,987 | +28.2% | 0.73% | +10.9% |
| Q1 2020 | $1,500,000 | -28.6% | 28,072 | +0.8% | 0.66% | -27.7% |
| Q4 2019 | $2,101,000 | +13.3% | 27,845 | +2.8% | 0.91% | -11.7% |
| Q3 2019 | $1,854,000 | +13.3% | 27,099 | +18.7% | 1.03% | -14.2% |
| Q2 2019 | $1,637,000 | +18.9% | 22,829 | +16.0% | 1.20% | +12.1% |
| Q1 2019 | $1,377,000 | – | 19,686 | – | 1.07% | – |
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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% |