SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 442 filers reported holding SCHWAB STRATEGIC TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,962,841 | -3.4% | 41,367 | +0.2% | 1.31% | -5.1% |
| Q1 2024 | $2,032,406 | +1.4% | 41,276 | -2.7% | 1.38% | -6.9% |
| Q4 2023 | $2,003,882 | +18.6% | 42,419 | +4.0% | 1.49% | +15.6% |
| Q3 2023 | $1,689,978 | -6.3% | 40,801 | -0.9% | 1.28% | -2.6% |
| Q2 2023 | $1,803,455 | +1.3% | 41,175 | -3.0% | 1.32% | -2.3% |
| Q1 2023 | $1,779,714 | -21.4% | 42,445 | -24.1% | 1.35% | -24.5% |
| Q4 2022 | $2,265,300 | +74.8% | 55,920 | +63.2% | 1.79% | +66.3% |
| Q3 2022 | $1,296,000 | -11.2% | 34,274 | -8.5% | 1.08% | -6.9% |
| Q2 2022 | $1,460,000 | -2.5% | 37,442 | +18.5% | 1.16% | +17.7% |
| Q1 2022 | $1,497,000 | -11.8% | 31,602 | +90.7% | 0.98% | -5.9% |
| Q4 2021 | $1,697,000 | +1.5% | 16,569 | -0.8% | 1.04% | -6.0% |
| Q3 2021 | $1,672,000 | -5.8% | 16,699 | -2.0% | 1.11% | -4.6% |
| Q2 2021 | $1,775,000 | -51.4% | 17,034 | -53.5% | 1.16% | -56.4% |
| Q1 2021 | $3,649,000 | +11.7% | 36,611 | -0.3% | 2.67% | -0.6% |
| Q4 2020 | $3,267,000 | +31.5% | 36,703 | +1.0% | 2.68% | +17.2% |
| Q3 2020 | $2,484,000 | +5.5% | 36,351 | +0.9% | 2.29% | +6.5% |
| Q2 2020 | $2,354,000 | +29.0% | 36,034 | +1.7% | 2.15% | +11.6% |
| Q1 2020 | $1,825,000 | -36.2% | 35,432 | -6.4% | 1.92% | -25.6% |
| Q4 2019 | $2,862,000 | +13.7% | 37,839 | +4.8% | 2.59% | +3.9% |
| Q3 2019 | $2,517,000 | +0.1% | 36,102 | +2.7% | 2.49% | -0.6% |
| Q2 2019 | $2,514,000 | +3.7% | 35,164 | +1.4% | 2.50% | +3.5% |
| Q1 2019 | $2,425,000 | +15.0% | 34,670 | -0.3% | 2.42% | +5.7% |
| Q4 2018 | $2,109,000 | -21.0% | 34,759 | -0.9% | 2.29% | -9.5% |
| Q3 2018 | $2,671,000 | -10.2% | 35,060 | -13.3% | 2.53% | -8.3% |
| Q2 2018 | $2,974,000 | -1.7% | 40,420 | -7.6% | 2.76% | -0.4% |
| Q1 2018 | $3,025,000 | +2.9% | 43,753 | +3.8% | 2.77% | +9.1% |
| Q4 2017 | $2,940,000 | – | 42,161 | – | 2.54% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Strategic Financial Planning, Inc. | 301,624 | $12,647,105 | 11.56% |
| MONEYWISE, INC. | 418,944 | $17,566,336 | 11.36% |
| Financial Advisors, LLC | 934,943 | $39,202,142 | 9.93% |
| RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 712,588 | $29,878,802 | 9.58% |
| FIDELIS iM, LLC | 368,904 | $15,468,149 | 9.23% |
| Mokosak Advisory Group, LLC | 470,550 | $19,731,715 | 8.41% |
| Ascension Capital Advisors, Inc. | 241,825 | $10,139,725 | 7.83% |
| MERIDIAN MANAGEMENT CO | 508,516 | $21,322,076 | 6.99% |
| Marcum Wealth, LLC | 1,271,131 | $53,298,536 | 6.65% |
| Waterford Advisors, LLC | 291,287 | $12,214 | 6.61% |