SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 440 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 | ||||
---|---|---|---|---|---|---|
Q3 2023 | $225,781 | -4.3% | 5,451 | +1.2% | 0.03% | -6.9% |
Q2 2023 | $236,038 | +6.3% | 5,389 | +1.8% | 0.03% | 0.0% |
Q1 2023 | $221,977 | +3.5% | 5,294 | 0.0% | 0.03% | 0.0% |
Q4 2022 | $214,460 | -37.3% | 5,294 | +61.4% | 0.03% | -3.3% |
Q2 2021 | $342,000 | +3.3% | 3,281 | -1.2% | 0.03% | +11.1% |
Q1 2021 | $331,000 | +11.8% | 3,321 | 0.0% | 0.03% | +22.7% |
Q4 2020 | $296,000 | +30.4% | 3,321 | 0.0% | 0.02% | +22.2% |
Q3 2020 | $227,000 | +3.7% | 3,321 | -0.9% | 0.02% | +12.5% |
Q2 2020 | $219,000 | -6.4% | 3,351 | 0.0% | 0.02% | -11.1% |
Q3 2019 | $234,000 | -7.1% | 3,351 | -4.8% | 0.02% | +63.6% |
Q2 2019 | $252,000 | +1.6% | 3,521 | -0.6% | 0.01% | 0.0% |
Q1 2019 | $248,000 | +21.0% | 3,541 | +4.6% | 0.01% | +10.0% |
Q4 2018 | $205,000 | -24.9% | 3,385 | -5.6% | 0.01% | -16.7% |
Q3 2018 | $273,000 | -3.5% | 3,585 | -7.0% | 0.01% | -7.7% |
Q2 2018 | $283,000 | +6.4% | 3,853 | 0.0% | 0.01% | 0.0% |
Q1 2018 | $266,000 | -0.4% | 3,853 | +0.6% | 0.01% | +8.3% |
Q4 2017 | $267,000 | +9.9% | 3,831 | +6.4% | 0.01% | 0.0% |
Q3 2017 | $243,000 | – | 3,601 | – | 0.01% | – |
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% |