SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 630 filers reported holding SCHWAB STRATEGIC TR in Q1 2020. The put-call ratio across all filers is 0.97 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $796,111 | +186.6% | 19,221 | +203.0% | 0.02% | +35.3% |
| Q2 2023 | $277,813 | +50.0% | 6,343 | +43.6% | 0.02% | +30.8% |
| Q1 2023 | $185,177 | -8.0% | 4,416 | -11.1% | 0.01% | -18.8% |
| Q4 2022 | $201,349 | +37.9% | 4,970 | +28.3% | 0.02% | +23.1% |
| Q3 2022 | $146,000 | +7.4% | 3,874 | +10.7% | 0.01% | +18.2% |
| Q2 2022 | $136,000 | +86.3% | 3,498 | +126.1% | 0.01% | +120.0% |
| Q1 2022 | $73,000 | +2.8% | 1,547 | +123.2% | 0.01% | 0.0% |
| Q4 2021 | $71,000 | +97.2% | 693 | +90.4% | 0.01% | +66.7% |
| Q3 2021 | $36,000 | +100.0% | 364 | +111.6% | 0.00% | +200.0% |
| Q2 2021 | $18,000 | +5.9% | 172 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $17,000 | 0.0% | 172 | -8.0% | 0.00% | -50.0% |
| Q4 2020 | $17,000 | +41.7% | 187 | +6.9% | 0.00% | +100.0% |
| Q3 2020 | $12,000 | +9.1% | 175 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $11,000 | -98.2% | 175 | -98.6% | 0.00% | -98.9% |
| Q1 2020 | $627,000 | -43.1% | 12,175 | -32.9% | 0.09% | -46.8% |
| Q4 2018 | $1,101,000 | – | 18,139 | – | 0.17% | – |
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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% |