SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 508 filers reported holding SCHWAB STRATEGIC TR in Q3 2018. The put-call ratio across all filers is 0.92 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,893 | -5.4% | 94 | 0.0% | 0.00% | – |
| Q2 2023 | $4,117 | +4.5% | 94 | 0.0% | 0.00% | – |
| Q1 2023 | $3,941 | +3.5% | 94 | 0.0% | 0.00% | – |
| Q4 2022 | $3,808 | -68.3% | 94 | -23.0% | 0.00% | -100.0% |
| Q4 2021 | $12,000 | -45.5% | 122 | -45.3% | 0.00% | -50.0% |
| Q3 2021 | $22,000 | +340.0% | 223 | +374.5% | 0.00% | – |
| Q2 2021 | $5,000 | +150.0% | 47 | +30.6% | 0.00% | – |
| Q2 2020 | $2,000 | -97.8% | 36 | -98.0% | 0.00% | -100.0% |
| Q1 2020 | $92,000 | -37.8% | 1,787 | -8.4% | 0.02% | -16.7% |
| Q4 2019 | $148,000 | +5.7% | 1,951 | -2.5% | 0.02% | -5.3% |
| Q3 2019 | $140,000 | -2.1% | 2,001 | 0.0% | 0.02% | -5.0% |
| Q2 2019 | $143,000 | +2.1% | 2,001 | 0.0% | 0.02% | 0.0% |
| Q1 2019 | $140,000 | -34.0% | 2,001 | -42.8% | 0.02% | -39.4% |
| Q4 2018 | $212,000 | -20.6% | 3,501 | 0.0% | 0.03% | -8.3% |
| Q3 2018 | $267,000 | -9.2% | 3,501 | -12.5% | 0.04% | -16.3% |
| Q2 2018 | $294,000 | -47.1% | 4,001 | -50.2% | 0.04% | -48.2% |
| Q1 2018 | $556,000 | -0.9% | 8,041 | 0.0% | 0.08% | +5.1% |
| Q4 2017 | $561,000 | +28.1% | 8,041 | -4.5% | 0.08% | -1.2% |
| Q4 2015 | $438,000 | +2.8% | 8,417 | +0.4% | 0.08% | -4.8% |
| Q3 2015 | $426,000 | -11.2% | 8,380 | +0.4% | 0.08% | -5.6% |
| Q2 2015 | $480,000 | +0.2% | 8,349 | +0.3% | 0.09% | -2.2% |
| Q1 2015 | $479,000 | +4.8% | 8,325 | +0.3% | 0.09% | +2.2% |
| Q4 2014 | $457,000 | +7.5% | 8,299 | +0.4% | 0.09% | +3.5% |
| Q3 2014 | $425,000 | – | 8,270 | – | 0.09% | – |
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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% |