SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 594 filers reported holding SCHWAB STRATEGIC TR in Q3 2019. The put-call ratio across all filers is 1.59 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $28,166 | +48.0% | 680 | +56.7% | 0.00% | – |
| Q2 2023 | $19,025 | +4.5% | 434 | 0.0% | 0.00% | – |
| Q1 2023 | $18,211 | +3.5% | 434 | 0.0% | 0.00% | – |
| Q4 2022 | $17,592 | +10.0% | 434 | 0.0% | 0.00% | – |
| Q3 2022 | $16,000 | -78.4% | 434 | -77.0% | 0.00% | -100.0% |
| Q2 2022 | $74,000 | +252.4% | 1,886 | +334.6% | 0.00% | – |
| Q1 2022 | $21,000 | -4.5% | 434 | +100.0% | 0.00% | – |
| Q4 2021 | $22,000 | 0.0% | 217 | 0.0% | 0.00% | -100.0% |
| Q3 2021 | $22,000 | -4.3% | 217 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $23,000 | -36.1% | 217 | -40.2% | 0.00% | 0.0% |
| Q1 2021 | $36,000 | +89.5% | 363 | +72.9% | 0.00% | 0.0% |
| Q4 2020 | $19,000 | +35.7% | 210 | 0.0% | 0.00% | – |
| Q3 2020 | $14,000 | 0.0% | 210 | 0.0% | 0.00% | – |
| Q2 2020 | $14,000 | +27.3% | 210 | 0.0% | 0.00% | – |
| Q1 2020 | $11,000 | -31.2% | 210 | 0.0% | 0.00% | -100.0% |
| Q4 2019 | $16,000 | -50.0% | 210 | -54.3% | 0.00% | 0.0% |
| Q3 2019 | $32,000 | +113.3% | 460 | +119.0% | 0.00% | 0.0% |
| Q2 2019 | $15,000 | – | 210 | – | 0.00% | – |
Download | ||||||
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% |