SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 105 filers reported holding SCHWAB STRATEGIC TR in Q3 2013. The put-call ratio across all filers is 1.82 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $493,299 | +10.3% | 11,909 | +16.7% | 0.06% | +11.1% |
| Q2 2023 | $447,037 | +2.2% | 10,206 | -2.2% | 0.05% | -1.8% |
| Q1 2023 | $437,498 | -2.6% | 10,434 | -5.9% | 0.06% | -1.8% |
| Q4 2022 | $449,087 | -6.6% | 11,086 | -12.9% | 0.06% | -11.1% |
| Q3 2022 | $481,000 | -9.2% | 12,726 | -6.3% | 0.06% | -8.7% |
| Q2 2022 | $530,000 | -13.5% | 13,587 | +5.0% | 0.07% | +1.5% |
| Q1 2022 | $613,000 | -9.2% | 12,938 | +96.2% | 0.07% | -5.6% |
| Q4 2021 | $675,000 | +2.1% | 6,595 | -0.2% | 0.07% | +2.9% |
| Q3 2021 | $661,000 | -4.9% | 6,608 | -1.0% | 0.07% | -9.1% |
| Q2 2021 | $695,000 | +2.7% | 6,674 | -1.8% | 0.08% | -3.8% |
| Q1 2021 | $677,000 | +1.5% | 6,797 | -9.3% | 0.08% | -4.8% |
| Q4 2020 | $667,000 | -33.3% | 7,491 | -48.8% | 0.08% | -42.1% |
| Q3 2020 | $1,000,000 | -22.8% | 14,638 | -26.2% | 0.14% | -27.5% |
| Q2 2020 | $1,295,000 | +26.5% | 19,823 | -0.2% | 0.20% | +5.8% |
| Q1 2020 | $1,024,000 | -31.8% | 19,867 | +0.1% | 0.19% | -14.1% |
| Q4 2019 | $1,501,000 | +9.1% | 19,839 | +0.5% | 0.22% | +2.8% |
| Q3 2019 | $1,376,000 | -2.3% | 19,731 | +0.1% | 0.21% | -2.3% |
| Q2 2019 | $1,408,000 | +3.7% | 19,702 | +1.5% | 0.22% | -0.9% |
| Q1 2019 | $1,358,000 | +16.0% | 19,417 | +0.7% | 0.22% | +3.3% |
| Q4 2018 | $1,171,000 | -18.8% | 19,291 | +1.9% | 0.21% | -18.6% |
| Q3 2018 | $1,442,000 | +1.9% | 18,927 | -1.6% | 0.26% | -3.3% |
| Q2 2018 | $1,415,000 | +6.5% | 19,238 | +0.0% | 0.27% | -5.6% |
| Q1 2018 | $1,329,000 | +0.5% | 19,231 | +1.5% | 0.29% | +7.5% |
| Q4 2017 | $1,322,000 | +3.7% | 18,954 | +0.1% | 0.27% | +4.7% |
| Q3 2017 | $1,275,000 | +4.2% | 18,930 | -1.2% | 0.26% | -0.8% |
| Q2 2017 | $1,224,000 | +2.3% | 19,155 | +0.8% | 0.26% | +0.4% |
| Q1 2017 | $1,196,000 | -0.3% | 18,996 | -2.6% | 0.26% | -3.7% |
| Q4 2016 | $1,199,000 | +7.0% | 19,508 | +0.2% | 0.27% | +1.9% |
| Q3 2016 | $1,121,000 | +6.2% | 19,471 | -0.4% | 0.26% | +4.0% |
| Q2 2016 | $1,056,000 | -0.6% | 19,547 | -4.2% | 0.25% | -1.9% |
| Q1 2016 | $1,062,000 | -1.5% | 20,411 | -1.4% | 0.26% | -2.3% |
| Q4 2015 | $1,078,000 | +3.9% | 20,694 | +1.3% | 0.26% | -3.0% |
| Q3 2015 | $1,038,000 | -12.5% | 20,434 | -0.9% | 0.27% | -4.9% |
| Q2 2015 | $1,186,000 | -9.1% | 20,627 | -9.0% | 0.28% | -8.1% |
| Q1 2015 | $1,305,000 | -16.0% | 22,663 | -19.6% | 0.31% | -26.5% |
| Q4 2014 | $1,554,000 | +7.4% | 28,192 | +0.2% | 0.42% | +4.7% |
| Q3 2014 | $1,447,000 | -4.1% | 28,146 | +2.2% | 0.40% | -5.2% |
| Q2 2014 | $1,509,000 | +83.1% | 27,539 | +79.2% | 0.42% | +69.3% |
| Q1 2014 | $824,000 | +4.3% | 15,371 | +2.2% | 0.25% | +0.4% |
| Q4 2013 | $790,000 | +12.4% | 15,046 | +3.2% | 0.25% | +3.3% |
| Q3 2013 | $703,000 | +29.0% | 14,584 | +17.8% | 0.24% | +17.5% |
| Q2 2013 | $545,000 | – | 12,385 | – | 0.21% | – |
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% |