SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 627 filers reported holding SCHWAB STRATEGIC TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $877,524 | -5.4% | 21,186 | 0.0% | 0.11% | -1.7% |
| Q2 2023 | $927,947 | -0.3% | 21,186 | -4.6% | 0.12% | -5.7% |
| Q1 2023 | $930,972 | +3.5% | 22,203 | 0.0% | 0.12% | -2.4% |
| Q4 2022 | $899,444 | +7.2% | 22,203 | 0.0% | 0.13% | -7.4% |
| Q3 2022 | $839,000 | -4.2% | 22,203 | -1.2% | 0.14% | 0.0% |
| Q2 2022 | $876,000 | -10.4% | 22,463 | +8.7% | 0.14% | -0.7% |
| Q1 2022 | $978,000 | -7.6% | 20,660 | +100.0% | 0.14% | -8.7% |
| Q4 2021 | $1,058,000 | +2.3% | 10,330 | 0.0% | 0.15% | -6.8% |
| Q3 2021 | $1,034,000 | -3.9% | 10,330 | 0.0% | 0.16% | -4.7% |
| Q2 2021 | $1,076,000 | +4.5% | 10,330 | 0.0% | 0.17% | +0.6% |
| Q1 2021 | $1,030,000 | +12.1% | 10,330 | 0.0% | 0.17% | +2.4% |
| Q4 2020 | $919,000 | +30.2% | 10,330 | 0.0% | 0.16% | +23.3% |
| Q3 2020 | $706,000 | -0.1% | 10,330 | -4.5% | 0.13% | -7.6% |
| Q2 2020 | $707,000 | – | 10,820 | – | 0.14% | – |
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% |