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 | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $1,152,112 | +25.3% | 30,479 | +29.3% | 0.05% | +28.9% |
| Q2 2022 | $919,286 | -27.8% | 23,577 | -12.3% | 0.04% | -11.6% |
| Q1 2022 | $1,272,878 | -7.7% | 26,877 | +99.6% | 0.04% | -8.5% |
| Q4 2021 | $1,378,628 | -0.4% | 13,463 | -2.6% | 0.05% | -9.6% |
| Q3 2021 | $1,383,544 | -5.2% | 13,822 | -1.3% | 0.05% | -8.8% |
| Q2 2021 | $1,458,760 | +5.8% | 14,002 | +1.2% | 0.06% | -5.0% |
| Q1 2021 | $1,379,340 | +41.6% | 13,839 | +26.5% | 0.06% | +20.0% |
| Q4 2020 | $973,823 | +49.7% | 10,942 | +14.9% | 0.05% | +31.6% |
| Q3 2020 | $650,642 | +8.5% | 9,523 | +3.7% | 0.04% | -2.6% |
| Q2 2020 | $599,872 | +68.0% | 9,181 | +32.5% | 0.04% | +30.0% |
| Q1 2020 | $357,053 | -27.4% | 6,930 | +6.5% | 0.03% | -14.3% |
| Q4 2019 | $491,944 | +22.2% | 6,504 | +12.6% | 0.04% | +6.1% |
| Q3 2019 | $402,635 | +6.6% | 5,774 | +9.3% | 0.03% | +3.1% |
| Q2 2019 | $377,534 | +12.9% | 5,282 | +10.4% | 0.03% | 0.0% |
| Q1 2019 | $334,452 | +106.1% | 4,783 | +78.8% | 0.03% | +60.0% |
| Q4 2018 | $162,315 | -50.7% | 2,675 | -38.2% | 0.02% | -47.4% |
| Q3 2018 | $329,547 | -65.7% | 4,326 | -66.9% | 0.04% | -71.0% |
| Q2 2018 | $960,989 | +204.8% | 13,062 | +186.4% | 0.13% | +178.7% |
| Q1 2018 | $315,319 | -54.8% | 4,561 | -54.4% | 0.05% | -57.3% |
| Q4 2017 | $698,305 | – | 10,013 | – | 0.11% | – |
Download | ||||||
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% |