SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 630 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $324 | -8.2% | 7,821 | -2.9% | 0.36% | -10.5% |
| Q2 2023 | $353 | +5.1% | 8,054 | +0.4% | 0.40% | +12.0% |
| Q1 2023 | $336 | +3.7% | 8,018 | +0.3% | 0.36% | -3.2% |
| Q4 2022 | $324 | -99.9% | 7,996 | -1.7% | 0.37% | +160.6% |
| Q3 2022 | $308,000 | -56.1% | 8,136 | -54.9% | 0.14% | -11.8% |
| Q2 2022 | $702,000 | +47.8% | 18,020 | +79.7% | 0.16% | -17.9% |
| Q1 2022 | $475,000 | -15.0% | 10,030 | +83.7% | 0.20% | -19.0% |
| Q4 2021 | $559,000 | -4.9% | 5,461 | -7.0% | 0.24% | +1.3% |
| Q3 2021 | $588,000 | -3.6% | 5,873 | +0.2% | 0.24% | -2.0% |
| Q2 2021 | $610,000 | +19.4% | 5,860 | +14.3% | 0.24% | +15.1% |
| Q1 2021 | $511,000 | +19.7% | 5,128 | -9.2% | 0.21% | +40.4% |
| Q4 2019 | $427,000 | – | 5,648 | – | 0.15% | – |
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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% |