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 | $1,073,062 | -5.2% | 25,907 | +0.2% | 0.09% | -1.1% |
| Q2 2023 | $1,131,998 | +3.0% | 25,845 | -1.4% | 0.09% | 0.0% |
| Q1 2023 | $1,098,902 | -11.8% | 26,208 | -14.8% | 0.09% | -15.3% |
| Q4 2022 | $1,245,850 | +12.1% | 30,754 | +4.6% | 0.11% | +6.7% |
| Q3 2022 | $1,111,000 | -5.5% | 29,394 | -2.6% | 0.10% | +2.0% |
| Q2 2022 | $1,176,000 | -18.6% | 30,169 | -1.0% | 0.10% | -19.7% |
| Q1 2022 | $1,444,000 | -7.7% | 30,483 | +99.5% | 0.13% | +9.5% |
| Q4 2021 | $1,565,000 | +3.3% | 15,283 | +1.0% | 0.12% | -10.8% |
| Q3 2021 | $1,515,000 | -4.5% | 15,133 | -0.6% | 0.13% | -4.4% |
| Q2 2021 | $1,586,000 | +1.6% | 15,228 | -2.8% | 0.14% | -5.6% |
| Q1 2021 | $1,561,000 | +46.4% | 15,666 | +30.8% | 0.14% | +12.5% |
| Q4 2020 | $1,066,000 | -5.3% | 11,975 | -27.4% | 0.13% | +0.8% |
| Q3 2020 | $1,126,000 | +1.6% | 16,488 | -2.8% | 0.13% | -5.9% |
| Q2 2020 | $1,108,000 | +26.6% | 16,963 | -0.2% | 0.14% | +3.1% |
| Q1 2020 | $875,000 | -37.6% | 16,990 | -8.4% | 0.13% | -20.1% |
| Q4 2019 | $1,403,000 | +7.1% | 18,550 | -1.3% | 0.16% | -1.8% |
| Q3 2019 | $1,310,000 | -4.4% | 18,787 | -2.0% | 0.17% | -23.0% |
| Q2 2019 | $1,370,000 | -0.1% | 19,167 | -2.3% | 0.22% | -2.7% |
| Q1 2019 | $1,372,000 | +22.7% | 19,616 | +6.5% | 0.22% | +12.6% |
| Q4 2018 | $1,118,000 | -13.9% | 18,418 | +8.1% | 0.20% | -2.0% |
| Q3 2018 | $1,298,000 | +6.3% | 17,036 | +2.7% | 0.20% | +3.6% |
| Q2 2018 | $1,221,000 | +18.4% | 16,595 | +11.2% | 0.20% | +8.9% |
| Q1 2018 | $1,031,000 | +21.9% | 14,919 | +23.0% | 0.18% | +26.1% |
| Q4 2017 | $846,000 | +11.2% | 12,133 | +7.3% | 0.14% | +6.8% |
| Q3 2017 | $761,000 | +14.3% | 11,303 | +8.5% | 0.13% | +11.8% |
| Q2 2017 | $666,000 | – | 10,421 | – | 0.12% | – |
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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% |