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 | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $273,000 | +30.6% | 3,062 | 0.0% | 0.01% | +16.7% |
| Q3 2020 | $209,000 | -19.3% | 3,062 | -10.7% | 0.01% | -25.0% |
| Q4 2019 | $259,000 | +8.4% | 3,428 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $239,000 | -2.4% | 3,428 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $245,000 | +2.1% | 3,428 | -0.0% | 0.01% | 0.0% |
| Q1 2019 | $240,000 | +11.1% | 3,429 | -3.5% | 0.01% | 0.0% |
| Q4 2018 | $216,000 | -20.3% | 3,552 | 0.0% | 0.01% | -11.1% |
| Q3 2018 | $271,000 | +3.8% | 3,552 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $261,000 | +6.1% | 3,552 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $246,000 | -10.5% | 3,552 | -9.9% | 0.01% | 0.0% |
| Q4 2017 | $275,000 | +34.1% | 3,942 | +29.6% | 0.01% | +28.6% |
| Q3 2017 | $205,000 | – | 3,042 | – | 0.01% | – |
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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% |