SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 362 filers reported holding SCHWAB STRATEGIC TR in Q3 2017. The put-call ratio across all filers is 0.83 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $687,826 | -5.0% | 16,606 | +0.5% | 0.05% | -1.9% |
| Q2 2023 | $723,843 | +6.3% | 16,526 | +1.7% | 0.05% | 0.0% |
| Q1 2023 | $681,172 | +6.0% | 16,245 | +2.4% | 0.05% | 0.0% |
| Q4 2022 | $642,692 | +6.8% | 15,865 | -0.3% | 0.05% | +3.9% |
| Q3 2022 | $602,000 | +3.4% | 15,919 | +6.7% | 0.05% | +8.5% |
| Q2 2022 | $582,000 | -17.7% | 14,925 | 0.0% | 0.05% | -7.8% |
| Q1 2022 | $707,000 | -7.2% | 14,925 | +100.6% | 0.05% | -3.8% |
| Q4 2021 | $762,000 | +11.1% | 7,442 | +8.7% | 0.05% | +3.9% |
| Q3 2021 | $686,000 | -3.4% | 6,848 | +0.5% | 0.05% | -3.8% |
| Q2 2021 | $710,000 | -0.4% | 6,817 | -4.8% | 0.05% | -8.6% |
| Q1 2021 | $713,000 | -0.1% | 7,158 | -10.8% | 0.06% | -4.9% |
| Q4 2020 | $714,000 | +89.9% | 8,023 | +45.6% | 0.06% | -16.4% |
| Q3 2020 | $376,000 | -36.3% | 5,510 | -38.9% | 0.07% | +15.9% |
| Q2 2020 | $590,000 | +11.7% | 9,024 | -12.0% | 0.06% | -6.0% |
| Q1 2020 | $528,000 | -28.5% | 10,252 | +5.1% | 0.07% | -13.0% |
| Q4 2019 | $738,000 | +15.0% | 9,755 | +5.9% | 0.08% | +5.5% |
| Q3 2019 | $642,000 | -0.6% | 9,214 | +2.0% | 0.07% | -3.9% |
| Q2 2019 | $646,000 | +11.0% | 9,033 | +8.5% | 0.08% | +7.0% |
| Q1 2019 | $582,000 | +23.8% | 8,329 | +7.5% | 0.07% | +9.2% |
| Q4 2018 | $470,000 | -11.8% | 7,751 | +10.7% | 0.06% | -1.5% |
| Q3 2018 | $533,000 | +9.2% | 7,003 | +5.7% | 0.07% | +1.5% |
| Q2 2018 | $488,000 | +14.6% | 6,627 | +7.5% | 0.06% | +12.1% |
| Q1 2018 | $426,000 | -2.5% | 6,166 | -1.6% | 0.06% | -3.3% |
| Q4 2017 | $437,000 | +6.6% | 6,269 | +3.1% | 0.06% | +3.4% |
| Q3 2017 | $410,000 | +11.7% | 6,081 | +5.9% | 0.06% | +3.6% |
| Q2 2017 | $367,000 | +6.1% | 5,742 | +4.5% | 0.06% | +1.8% |
| Q1 2017 | $346,000 | -12.4% | 5,495 | -14.4% | 0.06% | -12.7% |
| Q4 2016 | $395,000 | +11.9% | 6,422 | +4.7% | 0.06% | +8.6% |
| Q3 2016 | $353,000 | +13.1% | 6,134 | +6.2% | 0.06% | +9.4% |
| Q2 2016 | $312,000 | +10.6% | 5,775 | +6.6% | 0.05% | +6.0% |
| Q1 2016 | $282,000 | +7.6% | 5,418 | +7.7% | 0.05% | +4.2% |
| Q4 2015 | $262,000 | +17.0% | 5,031 | +14.2% | 0.05% | +11.6% |
| Q3 2015 | $224,000 | -3.0% | 4,405 | +9.5% | 0.04% | 0.0% |
| Q2 2015 | $231,000 | – | 4,024 | – | 0.04% | – |
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% |