SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 697 filers reported holding SCHWAB STRATEGIC TR in Q4 2019. The put-call ratio across all filers is 1.60 and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2023 | $230,531 | -34.1% | 4,880 | -42.2% | 0.09% | -38.6% |
Q3 2023 | $349,958 | -5.4% | 8,449 | +0.1% | 0.15% | -3.8% |
Q2 2023 | $369,803 | -6.4% | 8,443 | -10.4% | 0.16% | -12.6% |
Q1 2023 | $394,897 | +3.5% | 9,418 | 0.0% | 0.18% | -1.6% |
Q4 2022 | $381,523 | +3.4% | 9,418 | -3.5% | 0.18% | -4.6% |
Q3 2022 | $369,000 | +50.6% | 9,764 | +55.7% | 0.19% | +56.5% |
Q2 2022 | $245,000 | -29.6% | 6,271 | -14.6% | 0.12% | -19.0% |
Q1 2022 | $348,000 | -7.7% | 7,341 | +99.6% | 0.15% | -4.4% |
Q4 2021 | $377,000 | -4.3% | 3,678 | -6.5% | 0.16% | -5.9% |
Q3 2021 | $394,000 | -4.6% | 3,935 | -0.7% | 0.17% | -2.3% |
Q2 2021 | $413,000 | +13.5% | 3,961 | +8.6% | 0.17% | +3.0% |
Q1 2021 | $364,000 | +34.3% | 3,648 | +19.9% | 0.17% | +20.7% |
Q4 2020 | $271,000 | +20.4% | 3,042 | -7.8% | 0.14% | +8.5% |
Q3 2020 | $225,000 | -72.0% | 3,299 | -73.2% | 0.13% | -75.4% |
Q2 2020 | $805,000 | -44.8% | 12,317 | -56.5% | 0.52% | -61.2% |
Q1 2020 | $1,459,000 | -32.7% | 28,316 | -1.2% | 1.35% | -20.8% |
Q4 2019 | $2,168,000 | – | 28,657 | – | 1.71% | – |
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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% |