SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 508 filers reported holding SCHWAB STRATEGIC TR in Q3 2018. The put-call ratio across all filers is 0.92 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $673 | +145.6% | 16,251 | +159.8% | 0.01% | +150.0% |
| Q2 2023 | $274 | -62.9% | 6,256 | -64.5% | 0.00% | -63.6% |
| Q1 2023 | $738 | -3.0% | 17,611 | -6.3% | 0.01% | 0.0% |
| Q4 2022 | $761 | -99.9% | 18,788 | +13.2% | 0.01% | 0.0% |
| Q3 2022 | $627,000 | -7.0% | 16,596 | -4.0% | 0.01% | -8.3% |
| Q2 2022 | $674,000 | -18.7% | 17,282 | -1.3% | 0.01% | 0.0% |
| Q1 2022 | $829,000 | -10.0% | 17,505 | +94.7% | 0.01% | -25.0% |
| Q4 2021 | $921,000 | -0.1% | 8,992 | -2.3% | 0.02% | -11.1% |
| Q3 2021 | $922,000 | -3.9% | 9,206 | -0.0% | 0.02% | -5.3% |
| Q2 2021 | $959,000 | -29.5% | 9,210 | -32.6% | 0.02% | -34.5% |
| Q1 2021 | $1,361,000 | +8.0% | 13,660 | -3.5% | 0.03% | 0.0% |
| Q4 2020 | $1,260,000 | +37.3% | 14,153 | +5.3% | 0.03% | +20.8% |
| Q3 2020 | $918,000 | -3.0% | 13,443 | -7.1% | 0.02% | -11.1% |
| Q2 2020 | $946,000 | -7.8% | 14,476 | -27.3% | 0.03% | -18.2% |
| Q1 2020 | $1,026,000 | -24.3% | 19,918 | +11.1% | 0.03% | -2.9% |
| Q4 2019 | $1,356,000 | +3.9% | 17,932 | -4.2% | 0.03% | -19.0% |
| Q3 2019 | $1,305,000 | -3.2% | 18,712 | -0.8% | 0.04% | -2.3% |
| Q2 2019 | $1,348,000 | +468.8% | 18,855 | +456.5% | 0.04% | +330.0% |
| Q1 2019 | $237,000 | +1.7% | 3,388 | +10.8% | 0.01% | -16.7% |
| Q3 2018 | $233,000 | -12.4% | 3,058 | -15.6% | 0.01% | -14.3% |
| Q2 2018 | $266,000 | +30.4% | 3,622 | +23.0% | 0.01% | +27.3% |
| Q1 2018 | $204,000 | -8.5% | 2,945 | -8.0% | 0.01% | -21.4% |
| Q4 2017 | $223,000 | +1.8% | 3,200 | -1.5% | 0.01% | -6.7% |
| Q3 2017 | $219,000 | +3.3% | 3,250 | -2.2% | 0.02% | 0.0% |
| Q2 2017 | $212,000 | +473.0% | 3,323 | +367.4% | 0.02% | +400.0% |
| Q4 2015 | $37,000 | -35.1% | 711 | -36.2% | 0.00% | -57.1% |
| Q3 2015 | $57,000 | +62.9% | 1,115 | +81.0% | 0.01% | +75.0% |
| Q2 2015 | $35,000 | +16.7% | 616 | +18.2% | 0.00% | +33.3% |
| Q1 2015 | $30,000 | +3.4% | 521 | 0.0% | 0.00% | 0.0% |
| Q4 2014 | $29,000 | +61.1% | 521 | +49.7% | 0.00% | +50.0% |
| Q3 2014 | $18,000 | +12.5% | 348 | +23.0% | 0.00% | 0.0% |
| Q2 2014 | $16,000 | +166.7% | 283 | +157.3% | 0.00% | +100.0% |
| Q1 2014 | $6,000 | 0.0% | 110 | 0.0% | 0.00% | 0.0% |
| Q4 2013 | $6,000 | – | 110 | – | 0.00% | – |
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% |