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 | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,430,827 | -3.5% | 34,975 | +3.3% | 0.26% | -3.0% |
Q2 2023 | $1,482,461 | +12.2% | 33,845 | +7.4% | 0.26% | +2.3% |
Q1 2023 | $1,320,981 | +5.5% | 31,504 | +1.9% | 0.26% | -3.4% |
Q4 2022 | $1,252,454 | +26.4% | 30,918 | +17.7% | 0.27% | +12.7% |
Q3 2022 | $991,000 | +21.0% | 26,265 | +25.0% | 0.24% | +21.0% |
Q2 2022 | $819,000 | -16.0% | 21,018 | +2.3% | 0.20% | 0.0% |
Q1 2022 | $975,000 | -3.2% | 20,546 | +107.9% | 0.20% | -3.5% |
Q4 2021 | $1,007,000 | +5.3% | 9,881 | +3.1% | 0.20% | -31.8% |
Q3 2021 | $956,000 | -6.2% | 9,584 | -2.1% | 0.30% | -1.7% |
Q2 2021 | $1,019,000 | +26.3% | 9,793 | +8.0% | 0.30% | -5.0% |
Q4 2020 | $807,000 | +37.7% | 9,070 | +6.7% | 0.32% | +3.3% |
Q3 2020 | $586,000 | -11.9% | 8,503 | -16.6% | 0.31% | -33.7% |
Q2 2020 | $665,000 | +27.2% | 10,190 | -0.1% | 0.46% | -10.4% |
Q1 2020 | $523,000 | -24.1% | 10,200 | +11.4% | 0.52% | -10.6% |
Q4 2019 | $689,000 | – | 9,155 | – | 0.58% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Strategic Financial Planning, Inc. | 315,961 | $13,087,109 | 12.05% |
Financial Advisors, LLC | 984,705 | $40,786,480 | 10.10% |
RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 811,567 | $33,595,324 | 9.71% |
FIDELIS iM, LLC | 385,576 | $15,971 | 9.36% |
MONEYWISE, INC. | 355,217 | $14,713,088 | 9.23% |
Mokosak Advisory Group, LLC | 497,025 | $20,587,051 | 8.37% |
Waterford Advisors, LLC | 301,949 | $12,506,710 | 7.00% |
MERIDIAN MANAGEMENT CO | 515,951 | $21,370,701 | 6.97% |
ForthRight Wealth Management, LLC | 357,436 | $14,804,981 | 6.38% |
MARSHALL FINANCIAL GROUP INC /ADV | 372,476 | $15,427,952 | 6.28% |