SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 630 filers reported holding SCHWAB STRATEGIC TR in Q1 2020. The put-call ratio across all filers is 0.97 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $868,080 | -17.4% | 20,958 | -12.6% | 0.21% | -14.2% |
| Q2 2023 | $1,050,587 | -4.3% | 23,986 | -8.4% | 0.24% | -11.8% |
| Q1 2023 | $1,097,602 | +20.2% | 26,177 | +16.1% | 0.27% | +7.5% |
| Q4 2022 | $913,501 | +6.6% | 22,550 | -0.6% | 0.25% | +4.1% |
| Q3 2022 | $857,000 | -3.4% | 22,676 | -0.3% | 0.24% | -2.4% |
| Q2 2022 | $887,000 | -12.5% | 22,755 | +6.3% | 0.25% | +9.7% |
| Q1 2022 | $1,014,000 | -5.5% | 21,401 | +104.2% | 0.23% | +4.6% |
| Q4 2021 | $1,073,000 | +15.5% | 10,478 | +12.9% | 0.22% | +4.3% |
| Q3 2021 | $929,000 | +48.2% | 9,277 | +54.1% | 0.21% | +50.7% |
| Q2 2021 | $627,000 | +5.2% | 6,022 | +0.7% | 0.14% | -4.8% |
| Q1 2021 | $596,000 | -1.5% | 5,980 | -12.0% | 0.14% | -4.6% |
| Q4 2020 | $605,000 | +35.3% | 6,795 | +3.8% | 0.15% | +16.9% |
| Q3 2020 | $447,000 | -15.3% | 6,546 | -19.0% | 0.13% | -23.5% |
| Q2 2020 | $528,000 | +21.1% | 8,078 | -4.5% | 0.17% | 0.0% |
| Q1 2020 | $436,000 | -37.2% | 8,463 | -7.8% | 0.17% | -23.1% |
| Q4 2019 | $694,000 | +15.3% | 9,176 | +6.3% | 0.22% | +8.9% |
| Q3 2019 | $602,000 | +16.0% | 8,635 | +18.9% | 0.20% | +16.7% |
| Q2 2019 | $519,000 | +2.6% | 7,264 | +0.4% | 0.17% | -2.8% |
| Q1 2019 | $506,000 | +3.1% | 7,235 | -10.6% | 0.18% | -13.5% |
| Q4 2018 | $491,000 | -21.8% | 8,095 | -1.8% | 0.21% | +1.5% |
| Q3 2018 | $628,000 | +0.5% | 8,243 | -2.9% | 0.20% | -9.7% |
| Q2 2018 | $625,000 | +9.1% | 8,492 | +2.4% | 0.23% | +9.2% |
| Q1 2018 | $573,000 | -13.7% | 8,293 | -12.9% | 0.21% | -11.5% |
| Q4 2017 | $664,000 | -23.9% | 9,517 | -26.5% | 0.23% | -26.4% |
| Q3 2017 | $872,000 | +3.8% | 12,950 | -1.4% | 0.32% | -0.9% |
| Q2 2017 | $840,000 | +5.1% | 13,138 | +3.6% | 0.32% | +8.1% |
| Q1 2017 | $799,000 | -44.6% | 12,682 | -45.9% | 0.30% | -45.7% |
| Q4 2016 | $1,442,000 | +621.0% | 23,462 | +574.0% | 0.55% | +629.3% |
| Q3 2016 | $200,000 | – | 3,481 | – | 0.08% | – |
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% |