SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 440 filers reported holding SCHWAB STRATEGIC TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $864 | -22.6% | 20,854 | -18.1% | 0.12% | -17.4% |
Q2 2023 | $1,116 | +5.9% | 25,477 | +1.4% | 0.14% | +0.7% |
Q1 2023 | $1,054 | -99.9% | 25,125 | +25.2% | 0.14% | -41.9% |
Q4 2021 | $2,056,000 | +6.2% | 20,075 | +3.8% | 0.25% | -11.5% |
Q3 2021 | $1,936,000 | +73.0% | 19,337 | +80.1% | 0.28% | +67.5% |
Q2 2021 | $1,119,000 | +22.4% | 10,738 | +17.1% | 0.17% | +1.2% |
Q1 2021 | $914,000 | +15.8% | 9,173 | +3.4% | 0.16% | -5.7% |
Q4 2020 | $789,000 | +28.9% | 8,871 | -0.9% | 0.17% | -11.7% |
Q3 2020 | $612,000 | -10.8% | 8,951 | -14.8% | 0.20% | -24.2% |
Q2 2020 | $686,000 | +28.5% | 10,503 | +1.3% | 0.26% | -8.5% |
Q1 2020 | $534,000 | -47.5% | 10,368 | -22.9% | 0.28% | -31.6% |
Q4 2019 | $1,018,000 | +57.8% | 13,456 | +45.5% | 0.42% | +3.0% |
Q3 2019 | $645,000 | -1.7% | 9,247 | +1.0% | 0.40% | -4.3% |
Q2 2019 | $656,000 | +2.7% | 9,153 | +0.2% | 0.42% | -13.4% |
Q1 2019 | $639,000 | +32.0% | 9,132 | +14.5% | 0.49% | +4.1% |
Q4 2018 | $484,000 | -15.1% | 7,973 | +6.5% | 0.47% | +10.4% |
Q3 2018 | $570,000 | +5.8% | 7,488 | +2.1% | 0.42% | -8.8% |
Q2 2018 | $539,000 | +14.7% | 7,332 | +7.7% | 0.46% | +3.1% |
Q1 2018 | $470,000 | +8.0% | 6,805 | +9.2% | 0.45% | -0.9% |
Q4 2017 | $435,000 | – | 6,234 | – | 0.45% | – |
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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% |