SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 630 filers reported holding SCHWAB STRATEGIC TR in Q1 2020. The put-call ratio across all filers is 0.97 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,041,910 | -14.1% | 25,161 | -9.2% | 0.02% | -9.5% |
| Q2 2023 | $1,212,845 | -16.9% | 27,697 | -20.4% | 0.02% | -22.2% |
| Q1 2023 | $1,459,743 | -16.1% | 34,814 | -19.0% | 0.03% | -20.6% |
| Q4 2022 | $1,740,523 | +155.6% | 42,976 | +138.3% | 0.03% | +142.9% |
| Q3 2022 | $681,000 | -3.0% | 18,033 | +0.2% | 0.01% | 0.0% |
| Q2 2022 | $702,000 | -23.0% | 18,004 | -6.5% | 0.01% | -6.7% |
| Q1 2022 | $912,000 | +1.2% | 19,254 | +118.8% | 0.02% | 0.0% |
| Q4 2021 | $901,000 | +2.3% | 8,800 | 0.0% | 0.02% | -6.2% |
| Q3 2021 | $881,000 | -3.9% | 8,800 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $917,000 | -0.2% | 8,800 | -4.6% | 0.02% | -11.1% |
| Q1 2021 | $919,000 | +11.9% | 9,225 | 0.0% | 0.02% | 0.0% |
| Q4 2020 | $821,000 | +30.3% | 9,225 | 0.0% | 0.02% | +20.0% |
| Q3 2020 | $630,000 | +4.5% | 9,225 | 0.0% | 0.02% | -11.8% |
| Q2 2020 | $603,000 | +26.9% | 9,225 | 0.0% | 0.02% | +6.2% |
| Q1 2020 | $475,000 | +23650.0% | 9,225 | +32846.4% | 0.02% | – |
| Q1 2019 | $2,000 | -93.3% | 28 | -94.3% | 0.00% | -100.0% |
| Q4 2018 | $30,000 | – | 490 | – | 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% |