SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 594 filers reported holding SCHWAB STRATEGIC TR in Q2 2019. The put-call ratio across all filers is 2.03 and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,232,494 | +89.6% | 29,756 | +78.6% | 0.00% | – |
Q2 2022 | $650,000 | +217.1% | 16,659 | +622.1% | 0.00% | – |
Q4 2020 | $205,000 | -36.5% | 2,307 | -51.2% | 0.00% | – |
Q3 2020 | $323,000 | -74.4% | 4,727 | -75.5% | 0.00% | -100.0% |
Q2 2020 | $1,262,000 | +465.9% | 19,315 | +518.3% | 0.00% | – |
Q2 2019 | $223,000 | -57.3% | 3,124 | -58.2% | 0.00% | -100.0% |
Q1 2019 | $522,000 | +73.4% | 7,465 | +88.9% | 0.00% | – |
Q3 2018 | $301,000 | -62.1% | 3,952 | -63.4% | 0.00% | -100.0% |
Q2 2018 | $795,000 | +17.3% | 10,809 | +10.2% | 0.00% | 0.0% |
Q1 2018 | $678,000 | -18.9% | 9,810 | -18.2% | 0.00% | 0.0% |
Q4 2017 | $836,000 | +76.0% | 11,987 | +69.9% | 0.00% | 0.0% |
Q3 2017 | $475,000 | -65.2% | 7,056 | -67.0% | 0.00% | -50.0% |
Q2 2017 | $1,365,000 | +233.7% | 21,351 | +221.0% | 0.00% | +100.0% |
Q4 2016 | $409,000 | – | 6,652 | – | 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% |