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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $171,238 | +19.5% | 3,625 | +4.8% | 0.09% | +17.8% |
| Q3 2023 | $143,238 | -3.5% | 3,458 | +2.0% | 0.07% | 0.0% |
| Q2 2023 | $148,427 | +10.3% | 3,389 | +5.6% | 0.07% | +2.8% |
| Q1 2023 | $134,565 | +4.4% | 3,209 | +0.8% | 0.07% | +1.4% |
| Q4 2022 | $128,909 | +9.2% | 3,182 | +1.8% | 0.07% | +11.1% |
| Q3 2022 | $118,000 | -3.3% | 3,126 | +0.2% | 0.06% | +3.3% |
| Q2 2022 | $122,000 | -15.3% | 3,120 | +2.9% | 0.06% | 0.0% |
| Q1 2022 | $144,000 | -3.4% | 3,031 | +108.5% | 0.06% | +5.2% |
| Q4 2021 | $149,000 | +2.8% | 1,454 | +0.5% | 0.06% | -4.9% |
| Q3 2021 | $145,000 | +25.0% | 1,447 | +30.4% | 0.06% | +69.4% |
| Q2 2021 | $116,000 | +9.4% | 1,110 | +3.9% | 0.04% | +16.1% |
| Q1 2021 | $106,000 | +2.9% | 1,068 | -8.1% | 0.03% | 0.0% |
| Q4 2020 | $103,000 | +24.1% | 1,162 | -3.9% | 0.03% | +10.7% |
| Q3 2020 | $83,000 | +315.0% | 1,209 | +286.3% | 0.03% | +300.0% |
| Q2 2020 | $20,000 | -73.3% | 313 | -78.4% | 0.01% | -77.4% |
| Q1 2020 | $75,000 | -29.2% | 1,448 | +3.6% | 0.03% | 0.0% |
| Q4 2019 | $106,000 | +15.2% | 1,398 | +5.7% | 0.03% | +6.9% |
| Q3 2019 | $92,000 | +2.2% | 1,323 | +4.6% | 0.03% | 0.0% |
| Q2 2019 | $90,000 | +5.9% | 1,265 | +3.8% | 0.03% | +3.6% |
| Q1 2019 | $85,000 | +49.1% | 1,219 | +28.9% | 0.03% | +40.0% |
| Q4 2018 | $57,000 | -10.9% | 946 | +12.2% | 0.02% | +11.1% |
| Q3 2018 | $64,000 | – | 843 | – | 0.02% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Strategic Financial Planning, Inc. | 301,624 | $12,647,105 | 11.56% |
| MONEYWISE, INC. | 418,944 | $17,566,336 | 11.36% |
| Financial Advisors, LLC | 934,943 | $39,202,142 | 9.93% |
| RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 712,588 | $29,878,802 | 9.58% |
| FIDELIS iM, LLC | 368,904 | $15,468,149 | 9.23% |
| Mokosak Advisory Group, LLC | 470,550 | $19,731,715 | 8.41% |
| Ascension Capital Advisors, Inc. | 241,825 | $10,139,725 | 7.83% |
| MERIDIAN MANAGEMENT CO | 508,516 | $21,322,076 | 6.99% |
| Marcum Wealth, LLC | 1,271,131 | $53,298,536 | 6.65% |
| Waterford Advisors, LLC | 291,287 | $12,214 | 6.61% |