SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 631 filers reported holding SCHWAB STRATEGIC TR in Q3 2020. The put-call ratio across all filers is 1.10 and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $563,934 | -5.8% | 13,615 | -0.4% | 0.12% | 0.0% |
Q2 2023 | $598,527 | +4.5% | 13,665 | +0.0% | 0.12% | -0.9% |
Q1 2023 | $572,764 | +2.6% | 13,660 | -0.9% | 0.12% | +1.8% |
Q4 2022 | $558,430 | +11.0% | 13,785 | +3.6% | 0.11% | +14.0% |
Q3 2022 | $503,000 | +3.5% | 13,310 | +6.8% | 0.10% | +6.4% |
Q2 2022 | $486,000 | -9.3% | 12,460 | +10.2% | 0.09% | +4.4% |
Q1 2022 | $536,000 | -10.7% | 11,310 | +93.2% | 0.09% | -15.9% |
Q4 2021 | $600,000 | +2.4% | 5,855 | 0.0% | 0.11% | -6.1% |
Q3 2021 | $586,000 | -51.9% | 5,855 | -49.9% | 0.11% | -49.6% |
Q2 2021 | $1,219,000 | +6.4% | 11,697 | +1.7% | 0.23% | -1.3% |
Q1 2021 | $1,146,000 | +11.5% | 11,497 | -0.4% | 0.23% | +0.9% |
Q4 2020 | $1,028,000 | +26.1% | 11,547 | -3.2% | 0.23% | +13.5% |
Q3 2020 | $815,000 | -11.0% | 11,927 | -15.0% | 0.20% | -17.0% |
Q2 2020 | $916,000 | +11.0% | 14,026 | -12.4% | 0.24% | -3.6% |
Q1 2020 | $825,000 | -71.1% | 16,013 | -57.6% | 0.25% | -64.4% |
Q4 2019 | $2,856,000 | +8.2% | 37,753 | -0.2% | 0.70% | -2.4% |
Q3 2019 | $2,639,000 | -3.2% | 37,844 | -0.8% | 0.72% | -5.0% |
Q2 2019 | $2,727,000 | +1.5% | 38,155 | -0.7% | 0.76% | -0.4% |
Q1 2019 | $2,688,000 | +16.4% | 38,440 | +1.0% | 0.76% | +1.6% |
Q4 2018 | $2,310,000 | +18.9% | 38,066 | +49.3% | 0.75% | +23.4% |
Q3 2018 | $1,942,000 | +5.1% | 25,489 | +1.5% | 0.61% | -1.5% |
Q2 2018 | $1,847,000 | +7.7% | 25,105 | +1.2% | 0.62% | +4.1% |
Q1 2018 | $1,715,000 | +46.6% | 24,805 | +47.9% | 0.59% | +38.1% |
Q4 2017 | $1,170,000 | +77.3% | 16,771 | +71.2% | 0.43% | +49.1% |
Q3 2017 | $660,000 | +0.2% | 9,795 | -5.1% | 0.29% | -1.7% |
Q2 2017 | $659,000 | -10.6% | 10,316 | -10.4% | 0.29% | -11.5% |
Q1 2017 | $737,000 | +9.3% | 11,516 | +5.1% | 0.33% | 0.0% |
Q4 2016 | $674,000 | +8.7% | 10,956 | +1.7% | 0.33% | +5.8% |
Q3 2016 | $620,000 | +6.5% | 10,772 | -0.0% | 0.31% | +2.6% |
Q2 2016 | $582,000 | +5.2% | 10,774 | +1.3% | 0.30% | -1.9% |
Q1 2016 | $553,000 | – | 10,631 | – | 0.31% | – |
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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% |