SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 808 filers reported holding SCHWAB STRATEGIC TR in Q1 2021. The put-call ratio across all filers is 0.43 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $15,784,000 | +28.1% | 333,281 | +177.0% | 0.01% | +33.3% |
| Q4 2021 | $12,321,000 | +2424.8% | 120,318 | +2366.5% | 0.01% | – |
| Q3 2021 | $488,000 | +35.6% | 4,878 | +41.1% | 0.00% | – |
| Q2 2021 | $360,000 | -83.2% | 3,457 | -85.7% | 0.00% | -100.0% |
| Q4 2020 | $2,148,000 | -44.0% | 24,131 | -67.6% | 0.00% | -75.0% |
| Q1 2020 | $3,836,000 | -61.2% | 74,460 | -43.0% | 0.00% | -42.9% |
| Q4 2019 | $9,888,000 | +372.9% | 130,725 | +336.0% | 0.01% | +250.0% |
| Q3 2019 | $2,091,000 | -13.7% | 29,986 | -11.5% | 0.00% | 0.0% |
| Q2 2019 | $2,423,000 | -3.0% | 33,898 | -5.1% | 0.00% | 0.0% |
| Q1 2019 | $2,497,000 | -34.0% | 35,705 | -42.8% | 0.00% | -50.0% |
| Q4 2018 | $3,786,000 | -34.5% | 62,396 | -17.8% | 0.00% | -20.0% |
| Q3 2018 | $5,784,000 | +3.6% | 75,934 | +0.0% | 0.01% | 0.0% |
| Q2 2018 | $5,584,000 | – | 75,898 | – | 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% |