SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 594 filers reported holding SCHWAB STRATEGIC TR in Q2 2019. The put-call ratio across all filers is 2.03 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,587,568 | -3.9% | 86,614 | +1.7% | 0.40% | -1.2% |
| Q2 2023 | $3,731,531 | +10.1% | 85,195 | +5.4% | 0.41% | +4.6% |
| Q1 2023 | $3,388,445 | +3.0% | 80,812 | -0.5% | 0.39% | -10.2% |
| Q4 2022 | $3,290,159 | +10.7% | 81,218 | +3.3% | 0.43% | +0.7% |
| Q3 2022 | $2,973,000 | +1.7% | 78,648 | +4.9% | 0.43% | +7.0% |
| Q2 2022 | $2,922,000 | -25.8% | 74,942 | +94.9% | 0.40% | -6.3% |
| Q4 2021 | $3,937,000 | +3.7% | 38,443 | +1.4% | 0.43% | -17.7% |
| Q3 2021 | $3,795,000 | +37.5% | 37,915 | -1.6% | 0.52% | -29.9% |
| Q2 2019 | $2,761,000 | +339.6% | 38,512 | +366.8% | 0.74% | +241.9% |
| Q3 2018 | $628,000 | – | 8,250 | – | 0.22% | – |
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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% |