SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 336 filers reported holding SCHWAB STRATEGIC TR in Q2 2017. The put-call ratio across all filers is 0.36 and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $3,759 | -4.4% | 79,238 | -0.8% | 0.56% | -6.2% |
Q1 2024 | $3,934 | +16.6% | 79,902 | +11.9% | 0.60% | +11.2% |
Q4 2023 | $3,373 | +9.1% | 71,405 | -4.4% | 0.54% | -0.9% |
Q3 2023 | $3,093 | -15.2% | 74,675 | -10.3% | 0.54% | -11.9% |
Q2 2023 | $3,648 | +3.8% | 83,274 | -1.4% | 0.61% | -0.8% |
Q1 2023 | $3,513 | -12.7% | 84,470 | -10.6% | 0.62% | -14.3% |
Q4 2022 | $4,022 | -99.9% | 94,474 | -11.4% | 0.72% | -18.8% |
Q3 2022 | $4,263,000 | -14.8% | 106,662 | -14.2% | 0.89% | -15.9% |
Q2 2022 | $5,003,000 | -7.6% | 124,257 | +8.7% | 1.06% | +1.8% |
Q1 2022 | $5,413,000 | +10.9% | 114,303 | +139.7% | 1.04% | +15.1% |
Q4 2021 | $4,882,000 | +12.5% | 47,679 | +10.0% | 0.90% | +14.8% |
Q3 2021 | $4,341,000 | +9.4% | 43,364 | +13.9% | 0.78% | +8.4% |
Q2 2021 | $3,967,000 | +11.9% | 38,076 | +7.0% | 0.72% | +4.5% |
Q1 2021 | $3,546,000 | +17.1% | 35,581 | +4.6% | 0.69% | +9.1% |
Q4 2020 | $3,028,000 | +29.2% | 34,019 | -0.8% | 0.64% | +18.5% |
Q3 2020 | $2,343,000 | -4.8% | 34,301 | -8.9% | 0.54% | -5.5% |
Q2 2020 | $2,460,000 | -50.0% | 37,653 | -60.6% | 0.57% | -58.3% |
Q1 2020 | $4,917,000 | -37.1% | 95,445 | -7.7% | 1.36% | -30.5% |
Q4 2019 | $7,823,000 | +35.7% | 103,429 | +25.1% | 1.96% | +23.7% |
Q3 2019 | $5,764,000 | -5.7% | 82,666 | -3.3% | 1.58% | -5.9% |
Q2 2019 | $6,113,000 | +8.0% | 85,522 | +5.7% | 1.68% | +3.7% |
Q1 2019 | $5,658,000 | +15.6% | 80,907 | +0.3% | 1.62% | +2.1% |
Q4 2018 | $4,895,000 | -6.1% | 80,677 | +17.8% | 1.59% | -12.1% |
Q3 2018 | $5,214,000 | +14.4% | 68,458 | +10.5% | 1.81% | +3.9% |
Q2 2018 | $4,557,000 | +51.6% | 61,946 | +42.5% | 1.74% | +55.5% |
Q1 2018 | $3,006,000 | +14.3% | 43,485 | +15.4% | 1.12% | +22.3% |
Q4 2017 | $2,629,000 | +24.7% | 37,692 | +20.4% | 0.91% | +26.9% |
Q3 2017 | $2,109,000 | -2.7% | 31,311 | -7.7% | 0.72% | -7.6% |
Q2 2017 | $2,168,000 | -8.9% | 33,929 | -10.2% | 0.78% | -13.9% |
Q1 2017 | $2,379,000 | -22.8% | 37,777 | -24.6% | 0.90% | -36.0% |
Q4 2016 | $3,080,000 | +35.7% | 50,102 | +27.1% | 1.42% | +20.7% |
Q3 2016 | $2,269,000 | +10.1% | 39,423 | +3.4% | 1.17% | +9.4% |
Q2 2016 | $2,060,000 | +3.3% | 38,121 | -0.5% | 1.07% | +0.2% |
Q1 2016 | $1,994,000 | -2.5% | 38,326 | -2.4% | 1.07% | -11.3% |
Q4 2015 | $2,046,000 | +16.8% | 39,278 | +13.9% | 1.20% | +13.7% |
Q3 2015 | $1,751,000 | -4.6% | 34,477 | +7.9% | 1.06% | +2.2% |
Q2 2015 | $1,836,000 | +3.0% | 31,941 | +3.1% | 1.04% | -1.2% |
Q1 2015 | $1,783,000 | +32.9% | 30,966 | +21.2% | 1.05% | +3.8% |
Q4 2014 | $1,342,000 | – | 25,554 | – | 1.01% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Filbrandt Wealth Management, LLC | 374,051 | $24,441,000 | 19.47% |
RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 170,384 | $11,133,000 | 12.93% |
Strategic Financial Planning, Inc. | 167,381 | $10,937,000 | 12.18% |
MONEYWISE, INC. | 213,638 | $13,959,000 | 11.18% |
APPLETON GROUP, LLC | 138,536 | $9,052,000 | 10.90% |
Marcum Wealth, LLC | 474,002 | $30,971,000 | 9.53% |
Financial Advisors, LLC | 244,345 | $15,965,000 | 8.90% |
Mokosak Advisory Group, LLC | 202,751 | $13,254,000 | 8.09% |
MARSHALL FINANCIAL GROUP INC /ADV | 157,711 | $10,305,000 | 6.84% |
Charles Schwab Investment Advisory, Inc. | 40,688,542 | $2,658,589,000 | 6.70% |