SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 581 filers reported holding SCHWAB STRATEGIC TR in Q1 2019. The put-call ratio across all filers is 3.35 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,047,172 | -18.2% | 170,139 | -13.5% | 0.65% | -11.1% |
| Q2 2023 | $8,615,938 | -2.4% | 196,711 | -6.6% | 0.73% | -6.4% |
| Q1 2023 | $8,826,775 | -7.2% | 210,512 | -2.0% | 0.78% | -5.8% |
| Q4 2022 | $9,509,293 | +20.5% | 214,705 | +2.8% | 0.82% | +1.4% |
| Q3 2022 | $7,891,000 | -16.1% | 208,774 | -13.5% | 0.81% | -11.3% |
| Q2 2022 | $9,408,000 | -5.8% | 241,295 | +14.4% | 0.92% | +6.0% |
| Q1 2022 | $9,990,000 | -6.6% | 210,944 | +102.0% | 0.87% | -4.4% |
| Q4 2021 | $10,692,000 | +3.1% | 104,418 | +0.8% | 0.91% | -3.2% |
| Q3 2021 | $10,369,000 | -5.0% | 103,586 | -1.1% | 0.94% | -7.4% |
| Q2 2021 | $10,913,000 | +3.1% | 104,753 | -1.3% | 1.01% | -3.5% |
| Q1 2021 | $10,582,000 | +119.3% | 106,170 | +95.8% | 1.05% | +43.8% |
| Q4 2020 | $4,826,000 | -36.4% | 54,228 | -51.2% | 0.73% | -19.5% |
| Q3 2020 | $7,589,000 | -99.9% | 111,093 | -0.3% | 0.91% | -1.6% |
| Q2 2020 | $7,284,135,000 | +124223.9% | 111,480 | -2.0% | 0.92% | +3.5% |
| Q1 2020 | $5,859,000 | -26.7% | 113,738 | +7.6% | 0.89% | -13.8% |
| Q4 2019 | $7,991,000 | +8.9% | 105,657 | -2.1% | 1.03% | +1.9% |
| Q3 2019 | $7,335,000 | +4.2% | 107,871 | +9.5% | 1.01% | +2.8% |
| Q2 2019 | $7,040,000 | +10.9% | 98,493 | +8.5% | 0.99% | +5.7% |
| Q1 2019 | $6,347,000 | – | 90,775 | – | 0.93% | – |
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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% |