SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 558 filers reported holding SCHWAB STRATEGIC TR in Q4 2018. The put-call ratio across all filers is 0.67 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $54,426 | -32.1% | 1,314 | -28.2% | 0.00% | 0.0% |
| Q2 2023 | $80,154 | +52.0% | 1,830 | +45.5% | 0.00% | 0.0% |
| Q1 2023 | $52,748 | +3.5% | 1,258 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $50,962 | -70.7% | 1,258 | -72.7% | 0.00% | -50.0% |
| Q3 2022 | $174,000 | +270.2% | 4,611 | +281.7% | 0.00% | +100.0% |
| Q2 2022 | $47,000 | +370.0% | 1,208 | +480.8% | 0.00% | – |
| Q1 2022 | $10,000 | +150.0% | 208 | +395.2% | 0.00% | – |
| Q4 2021 | $4,000 | +33.3% | 42 | +23.5% | 0.00% | – |
| Q3 2021 | $3,000 | -81.2% | 34 | -77.2% | 0.00% | – |
| Q2 2021 | $16,000 | +33.3% | 149 | +23.1% | 0.00% | – |
| Q1 2021 | $12,000 | +9.1% | 121 | 0.0% | 0.00% | – |
| Q4 2020 | $11,000 | -15.4% | 121 | -30.9% | 0.00% | – |
| Q3 2018 | $13,000 | -23.5% | 175 | -69.6% | 0.00% | -100.0% |
| Q1 2010 | $17,000 | – | 575 | – | 0.00% | – |
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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% |