SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 481 filers reported holding SCHWAB STRATEGIC TR in Q2 2018. The put-call ratio across all filers is 0.59 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $818,055 | -4.0% | 19,750 | +1.5% | 0.03% | -12.1% |
| Q2 2023 | $852,199 | -8.7% | 19,457 | -12.6% | 0.03% | -15.4% |
| Q1 2023 | $933,043 | -4.4% | 22,252 | -7.6% | 0.04% | -7.1% |
| Q4 2022 | $975,542 | +15.3% | 24,081 | +7.6% | 0.04% | +5.0% |
| Q3 2022 | $846,000 | -7.3% | 22,382 | -4.4% | 0.04% | -9.1% |
| Q2 2022 | $913,000 | -17.9% | 23,405 | +115.6% | 0.04% | -4.3% |
| Q4 2021 | $1,112,000 | +0.3% | 10,858 | -2.0% | 0.05% | -13.2% |
| Q3 2021 | $1,109,000 | -8.1% | 11,083 | -3.7% | 0.05% | -11.7% |
| Q2 2021 | $1,207,000 | -3.7% | 11,514 | -7.3% | 0.06% | -15.5% |
| Q1 2021 | $1,254,000 | +1.6% | 12,418 | -10.4% | 0.07% | -20.2% |
| Q4 2020 | $1,234,000 | +30.2% | 13,862 | -0.1% | 0.09% | +4.7% |
| Q3 2020 | $948,000 | -0.8% | 13,878 | -5.2% | 0.08% | -11.5% |
| Q2 2020 | $956,000 | -2.8% | 14,638 | -23.4% | 0.10% | -27.8% |
| Q1 2020 | $984,000 | -32.4% | 19,107 | -0.8% | 0.13% | -27.3% |
| Q4 2019 | $1,456,000 | +10.1% | 19,254 | +1.4% | 0.18% | -12.0% |
| Q3 2019 | $1,323,000 | -5.6% | 18,979 | -3.2% | 0.21% | -11.5% |
| Q2 2019 | $1,401,000 | -23.4% | 19,602 | -25.0% | 0.24% | -15.5% |
| Q1 2019 | $1,828,000 | +18.5% | 26,141 | +2.8% | 0.28% | -17.5% |
| Q4 2018 | $1,543,000 | -21.9% | 25,430 | -1.9% | 0.34% | -16.0% |
| Q3 2018 | $1,976,000 | +25.0% | 25,935 | +20.7% | 0.40% | +6.1% |
| Q2 2018 | $1,581,000 | +36.5% | 21,488 | +28.2% | 0.38% | +31.2% |
| Q1 2018 | $1,158,000 | +4.5% | 16,756 | +5.5% | 0.29% | -27.1% |
| Q4 2017 | $1,108,000 | +21.9% | 15,886 | +17.7% | 0.40% | -1.2% |
| Q3 2017 | $909,000 | +21.0% | 13,493 | +14.8% | 0.40% | +3.4% |
| Q2 2017 | $751,000 | -13.1% | 11,758 | -14.3% | 0.39% | -24.4% |
| Q1 2017 | $864,000 | – | 13,725 | – | 0.51% | – |
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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% |