SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 829 filers reported holding SCHWAB STRATEGIC TR in Q2 2021. The put-call ratio across all filers is 0.25 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $397,149 | -3.5% | 9,588 | +2.1% | 0.06% | +3.4% |
| Q2 2023 | $411,373 | +8.4% | 9,392 | +3.8% | 0.06% | +1.7% |
| Q1 2023 | $379,502 | +2.8% | 9,051 | -0.7% | 0.06% | -7.9% |
| Q4 2022 | $369,071 | +7.9% | 9,111 | +0.6% | 0.06% | +1.6% |
| Q3 2022 | $342,000 | -3.9% | 9,053 | -0.7% | 0.06% | 0.0% |
| Q2 2022 | $356,000 | -33.3% | 9,118 | +74.9% | 0.06% | -8.8% |
| Q1 2022 | $534,000 | 0.0% | 5,214 | 0.0% | 0.07% | +1.5% |
| Q4 2021 | $534,000 | -2.9% | 5,214 | -5.1% | 0.07% | -9.5% |
| Q3 2021 | $550,000 | -0.4% | 5,494 | +3.6% | 0.07% | -1.3% |
| Q2 2021 | $552,000 | +13.1% | 5,302 | +8.3% | 0.08% | 0.0% |
| Q1 2021 | $488,000 | +13.8% | 4,897 | +1.6% | 0.08% | +13.6% |
| Q4 2020 | $429,000 | +89.8% | 4,820 | +45.8% | 0.07% | +57.1% |
| Q3 2020 | $226,000 | -8.1% | 3,307 | -12.0% | 0.04% | -19.2% |
| Q2 2020 | $246,000 | +13.9% | 3,759 | +21.0% | 0.05% | -18.8% |
| Q4 2017 | $216,000 | +3.8% | 3,107 | +0.7% | 0.06% | -4.5% |
| Q3 2017 | $208,000 | – | 3,084 | – | 0.07% | – |
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% |