SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 637 filers reported holding SCHWAB STRATEGIC TR in Q1 2020. The put-call ratio across all filers is 0.97 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $5,659 | +3.5% | 114,924 | -0.7% | 1.82% | -9.7% |
| Q4 2023 | $5,465 | +12.3% | 115,694 | -1.5% | 2.01% | -0.6% |
| Q3 2023 | $4,866 | -11.8% | 117,489 | -10.7% | 2.02% | -18.7% |
| Q1 2023 | $5,514 | +11.6% | 131,510 | +7.9% | 2.49% | +20.5% |
| Q4 2022 | $4,939 | -99.9% | 121,924 | +18.8% | 2.07% | +13.3% |
| Q3 2022 | $3,878,000 | -0.9% | 102,601 | +2.3% | 1.82% | +5.0% |
| Q2 2022 | $3,912,000 | -16.8% | 100,326 | +1.1% | 1.74% | -10.7% |
| Q1 2022 | $4,700,000 | -17.8% | 99,250 | +77.7% | 1.95% | -5.2% |
| Q4 2021 | $5,720,000 | +13.0% | 55,858 | +10.5% | 2.05% | -4.4% |
| Q3 2021 | $5,062,000 | -1.3% | 50,566 | +2.7% | 2.15% | -21.2% |
| Q2 2021 | $5,128,000 | +2.0% | 49,220 | -2.4% | 2.73% | +14.2% |
| Q1 2021 | $5,028,000 | +12.7% | 50,442 | +0.6% | 2.39% | +3.0% |
| Q4 2020 | $4,462,000 | +27.2% | 50,130 | -2.4% | 2.32% | +16.8% |
| Q3 2020 | $3,508,000 | +3.0% | 51,342 | -1.5% | 1.98% | -2.8% |
| Q2 2020 | $3,405,000 | +20.5% | 52,115 | -5.0% | 2.04% | +3.0% |
| Q1 2020 | $2,826,000 | -19.3% | 54,855 | +18.6% | 1.98% | -15.1% |
| Q4 2019 | $3,500,000 | – | 46,269 | – | 2.33% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Filbrandt Wealth Management, LLC | 374,051 | $24,441,000 | 19.47% |
| RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 170,384 | $11,133,000 | 12.93% |
| Strategic Financial Planning, Inc. | 167,381 | $10,937,000 | 12.18% |
| MONEYWISE, INC. | 213,638 | $13,959,000 | 11.18% |
| APPLETON GROUP, LLC | 138,536 | $9,052,000 | 10.90% |
| Marcum Wealth, LLC | 474,002 | $30,971,000 | 9.53% |
| Financial Advisors, LLC | 244,345 | $15,965,000 | 8.90% |
| Mokosak Advisory Group, LLC | 202,751 | $13,254,000 | 8.09% |
| MARSHALL FINANCIAL GROUP INC /ADV | 157,711 | $10,305,000 | 6.84% |
| Charles Schwab Investment Advisory, Inc. | 40,688,542 | $2,658,589,000 | 6.70% |