SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 918 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is 0.15 and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $358,784 | -31.7% | 8,662 | -27.8% | 0.01% | -28.6% |
Q2 2023 | $525,612 | +4.7% | 12,000 | +0.2% | 0.01% | -12.5% |
Q1 2023 | $502,107 | +1.7% | 11,975 | -1.7% | 0.02% | -11.1% |
Q4 2022 | $493,561 | +8.0% | 12,184 | +0.7% | 0.02% | 0.0% |
Q3 2022 | $457,000 | +18.4% | 12,100 | +22.2% | 0.02% | +28.6% |
Q2 2022 | $386,000 | -18.6% | 9,903 | -1.1% | 0.01% | -6.7% |
Q1 2022 | $474,000 | +15.3% | 10,015 | +149.4% | 0.02% | +15.4% |
Q4 2021 | $411,000 | -0.5% | 4,016 | -2.6% | 0.01% | -7.1% |
Q3 2021 | $413,000 | -23.8% | 4,123 | -20.7% | 0.01% | -26.3% |
Q2 2021 | $542,000 | -22.2% | 5,198 | -25.7% | 0.02% | -38.7% |
Q1 2021 | $697,000 | -8.8% | 6,994 | -18.5% | 0.03% | +72.2% |
Q4 2020 | $764,000 | +230.7% | 8,584 | +154.0% | 0.02% | +38.5% |
Q3 2020 | $231,000 | -66.7% | 3,380 | -68.2% | 0.01% | -38.1% |
Q2 2020 | $694,000 | -42.2% | 10,620 | -54.4% | 0.02% | -54.3% |
Q1 2020 | $1,200,000 | -10.8% | 23,274 | +30.8% | 0.05% | -44.6% |
Q4 2019 | $1,346,000 | -4.3% | 17,799 | -11.7% | 0.08% | -16.2% |
Q3 2019 | $1,406,000 | -35.3% | 20,165 | -33.7% | 0.10% | -43.4% |
Q2 2019 | $2,174,000 | -61.1% | 30,419 | -61.9% | 0.18% | -25.2% |
Q1 2019 | $5,584,000 | +11.1% | 79,846 | -3.6% | 0.23% | -14.3% |
Q4 2018 | $5,028,000 | +7.4% | 82,864 | +34.8% | 0.27% | +27.6% |
Q3 2018 | $4,680,000 | +117.1% | 61,452 | +109.7% | 0.21% | +2.4% |
Q2 2018 | $2,156,000 | -15.2% | 29,302 | -20.3% | 0.21% | -9.9% |
Q1 2018 | $2,541,000 | -21.4% | 36,761 | -20.7% | 0.23% | +56.8% |
Q4 2017 | $3,234,000 | +49.2% | 46,374 | +44.2% | 0.15% | +43.7% |
Q3 2017 | $2,168,000 | +44.5% | 32,170 | +35.0% | 0.10% | +32.1% |
Q1 2017 | $1,500,000 | +128.7% | 23,830 | +123.5% | 0.08% | +105.3% |
Q4 2016 | $656,000 | – | 10,664 | – | 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% |