SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 581 filers reported holding SCHWAB STRATEGIC TR in Q1 2019. The put-call ratio across all filers is 3.35 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,966,298 | -3.4% | 95,758 | +2.1% | 0.00% | 0.0% |
| Q2 2023 | $4,107,179 | +65.5% | 93,771 | +58.5% | 0.00% | +50.0% |
| Q1 2023 | $2,481,173 | -1.6% | 59,174 | -4.9% | 0.00% | 0.0% |
| Q4 2022 | $2,521,386 | +21.4% | 62,240 | +13.3% | 0.00% | 0.0% |
| Q3 2022 | $2,077,000 | -43.0% | 54,953 | -41.2% | 0.00% | -50.0% |
| Q2 2022 | $3,647,000 | -9.3% | 93,528 | +10.1% | 0.00% | +33.3% |
| Q1 2022 | $4,022,000 | -2.0% | 84,931 | +111.9% | 0.00% | 0.0% |
| Q4 2021 | $4,105,000 | +4.1% | 40,086 | +1.8% | 0.00% | -25.0% |
| Q3 2021 | $3,942,000 | +8.1% | 39,376 | +12.4% | 0.00% | +33.3% |
| Q2 2021 | $3,648,000 | -51.5% | 35,020 | -53.6% | 0.00% | -62.5% |
| Q1 2021 | $7,517,000 | +21.0% | 75,420 | +8.0% | 0.01% | +14.3% |
| Q4 2020 | $6,213,000 | +50.9% | 69,810 | +15.8% | 0.01% | +40.0% |
| Q3 2020 | $4,117,000 | +115.9% | 60,265 | +106.4% | 0.01% | +66.7% |
| Q2 2020 | $1,907,000 | +566.8% | 29,193 | +425.1% | 0.00% | – |
| Q1 2020 | $286,000 | -28.0% | 5,559 | +5.9% | 0.00% | -100.0% |
| Q4 2019 | $397,000 | +27.7% | 5,248 | +17.5% | 0.00% | – |
| Q3 2019 | $311,000 | -43.5% | 4,466 | -42.0% | 0.00% | -100.0% |
| Q2 2019 | $550,000 | -38.0% | 7,694 | -39.3% | 0.00% | 0.0% |
| Q1 2019 | $887,000 | -36.9% | 12,677 | -45.3% | 0.00% | -50.0% |
| Q4 2018 | $1,406,000 | +81.0% | 23,178 | +127.3% | 0.00% | +100.0% |
| Q3 2018 | $777,000 | -10.5% | 10,197 | -13.6% | 0.00% | 0.0% |
| Q2 2018 | $868,000 | +22.6% | 11,802 | +15.2% | 0.00% | 0.0% |
| Q1 2018 | $708,000 | +3.1% | 10,241 | +4.0% | 0.00% | 0.0% |
| Q4 2017 | $687,000 | +6.7% | 9,847 | +3.0% | 0.00% | 0.0% |
| Q3 2017 | $644,000 | -14.7% | 9,559 | -19.1% | 0.00% | -50.0% |
| Q2 2017 | $755,000 | +3.7% | 11,815 | +2.3% | 0.00% | 0.0% |
| Q1 2017 | $728,000 | +37.4% | 11,554 | +34.0% | 0.00% | +100.0% |
| Q4 2016 | $530,000 | -1.5% | 8,625 | -7.7% | 0.00% | 0.0% |
| Q3 2016 | $538,000 | +67.6% | 9,348 | +57.2% | 0.00% | 0.0% |
| Q2 2016 | $321,000 | +5.6% | 5,945 | +1.7% | 0.00% | 0.0% |
| Q1 2016 | $304,000 | – | 5,845 | – | 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% |