SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 631 filers reported holding SCHWAB STRATEGIC TR in Q3 2020. The put-call ratio across all filers is 1.10 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $955,000 | -15.1% | 20,165 | +83.5% | 0.38% | -12.6% |
| Q4 2021 | $1,125,000 | +15.4% | 10,990 | +12.8% | 0.43% | -1.4% |
| Q3 2021 | $975,000 | +15.4% | 9,740 | +14.5% | 0.44% | +12.7% |
| Q2 2021 | $845,000 | +1.7% | 8,505 | +2.0% | 0.39% | -9.0% |
| Q1 2021 | $831,000 | +4.5% | 8,338 | -6.6% | 0.42% | -0.2% |
| Q4 2020 | $795,000 | +17.1% | 8,927 | -2.5% | 0.42% | +7.6% |
| Q3 2020 | $679,000 | +23.9% | 9,156 | +7.4% | 0.40% | +12.5% |
| Q2 2020 | $548,000 | +32.4% | 8,526 | +6.0% | 0.35% | +10.4% |
| Q1 2020 | $414,000 | -59.0% | 8,043 | -39.8% | 0.32% | -55.7% |
| Q4 2019 | $1,009,000 | – | 13,367 | – | 0.72% | – |
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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% |