SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 594 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $388,810 | -5.4% | 9,387 | 0.0% | 0.11% | -4.4% |
| Q2 2023 | $411,151 | +7.5% | 9,387 | +2.9% | 0.11% | +1.8% |
| Q1 2023 | $382,485 | +3.8% | 9,122 | +0.2% | 0.11% | -4.3% |
| Q4 2022 | $368,641 | +7.2% | 9,100 | 0.0% | 0.12% | -15.2% |
| Q3 2022 | $344,000 | -3.1% | 9,100 | 0.0% | 0.14% | +1.5% |
| Q2 2022 | $355,000 | -17.6% | 9,100 | 0.0% | 0.14% | +3.8% |
| Q1 2022 | $431,000 | -7.5% | 9,100 | +100.0% | 0.13% | 0.0% |
| Q4 2021 | $466,000 | +9.4% | 4,550 | +6.8% | 0.13% | +1.6% |
| Q3 2021 | $426,000 | -4.1% | 4,259 | 0.0% | 0.13% | -1.5% |
| Q2 2021 | $444,000 | +4.7% | 4,259 | 0.0% | 0.13% | -5.8% |
| Q1 2021 | $424,000 | +11.9% | 4,259 | 0.0% | 0.14% | -7.3% |
| Q4 2020 | $379,000 | +30.2% | 4,259 | 0.0% | 0.15% | +6.4% |
| Q3 2020 | $291,000 | -2.0% | 4,259 | -6.4% | 0.14% | -10.2% |
| Q2 2020 | $297,000 | +26.9% | 4,550 | 0.0% | 0.16% | -6.5% |
| Q1 2020 | $234,000 | -31.8% | 4,550 | 0.0% | 0.17% | -13.8% |
| Q4 2019 | $343,000 | +8.2% | 4,550 | 0.0% | 0.20% | -2.0% |
| Q3 2019 | $317,000 | +4.3% | 4,550 | +6.8% | 0.20% | +2.1% |
| Q2 2019 | $304,000 | -4.4% | 4,259 | -6.4% | 0.20% | -7.1% |
| Q1 2019 | $318,000 | – | 4,550 | – | 0.21% | – |
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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% |