SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 558 filers reported holding SCHWAB STRATEGIC TR in Q4 2018. The put-call ratio across all filers is 0.67 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $367,271 | -5.7% | 8,867 | -0.3% | 0.13% | -0.8% |
| Q2 2023 | $389,470 | +103758.7% | 8,892 | -0.6% | 0.13% | +0.8% |
| Q1 2023 | $375 | +4.2% | 8,942 | +0.5% | 0.13% | +1.6% |
| Q4 2022 | $360 | -99.9% | 8,897 | +1.9% | 0.12% | +1.6% |
| Q3 2022 | $330,000 | -0.3% | 8,730 | +2.8% | 0.12% | +8.8% |
| Q2 2022 | $331,000 | -18.9% | 8,496 | -1.4% | 0.11% | -7.4% |
| Q1 2022 | $408,000 | -7.9% | 8,616 | +99.3% | 0.12% | -2.4% |
| Q4 2021 | $443,000 | -0.4% | 4,324 | -2.8% | 0.12% | -3.8% |
| Q3 2021 | $445,000 | -11.9% | 4,449 | -8.2% | 0.13% | -10.3% |
| Q2 2021 | $505,000 | +0.8% | 4,849 | -3.6% | 0.14% | -7.1% |
| Q1 2021 | $501,000 | +8.7% | 5,028 | -3.0% | 0.16% | -1.3% |
| Q4 2020 | $461,000 | +30.2% | 5,183 | 0.0% | 0.16% | +0.6% |
| Q3 2020 | $354,000 | +13.8% | 5,183 | +9.0% | 0.16% | +8.3% |
| Q2 2020 | $311,000 | +25.9% | 4,757 | -0.9% | 0.14% | -0.7% |
| Q1 2020 | $247,000 | -25.4% | 4,802 | +9.9% | 0.15% | +9.0% |
| Q4 2019 | $331,000 | +11.8% | 4,370 | +3.0% | 0.13% | 0.0% |
| Q3 2019 | $296,000 | -2.0% | 4,244 | +0.4% | 0.13% | -2.2% |
| Q2 2019 | $302,000 | +6.7% | 4,229 | +4.3% | 0.14% | +3.0% |
| Q1 2019 | $283,000 | -6.3% | 4,054 | -18.4% | 0.13% | -14.2% |
| Q4 2018 | $302,000 | -19.5% | 4,971 | +1.1% | 0.16% | -7.2% |
| Q3 2018 | $375,000 | +4.5% | 4,918 | +0.8% | 0.17% | -1.2% |
| Q2 2018 | $359,000 | +5.9% | 4,879 | -0.4% | 0.17% | +1.2% |
| Q1 2018 | $339,000 | -6.9% | 4,899 | -6.1% | 0.17% | -1.8% |
| Q4 2017 | $364,000 | -3.4% | 5,215 | -6.8% | 0.17% | -3.4% |
| Q3 2017 | $377,000 | +5.9% | 5,597 | +0.5% | 0.18% | +5.4% |
| Q2 2017 | $356,000 | +1.4% | 5,567 | 0.0% | 0.17% | -6.7% |
| Q1 2017 | $351,000 | -2.0% | 5,567 | -4.3% | 0.18% | -2.7% |
| Q4 2016 | $358,000 | -6.5% | 5,817 | -12.6% | 0.18% | -8.0% |
| Q3 2016 | $383,000 | +5.2% | 6,655 | -1.1% | 0.20% | +2.6% |
| Q2 2016 | $364,000 | +29.1% | 6,730 | +24.3% | 0.20% | +29.1% |
| Q1 2016 | $282,000 | -1.4% | 5,416 | -1.3% | 0.15% | +1.3% |
| Q4 2015 | $286,000 | +32.4% | 5,486 | +29.0% | 0.15% | +26.3% |
| Q3 2015 | $216,000 | -11.8% | 4,254 | -0.4% | 0.12% | -5.6% |
| Q2 2015 | $245,000 | – | 4,269 | – | 0.12% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Strategic Financial Planning, Inc. | 301,624 | $12,647,105 | 11.56% |
| MONEYWISE, INC. | 418,944 | $17,566,336 | 11.36% |
| Financial Advisors, LLC | 934,943 | $39,202,142 | 9.93% |
| RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 712,588 | $29,878,802 | 9.58% |
| FIDELIS iM, LLC | 368,904 | $15,468,149 | 9.23% |
| Mokosak Advisory Group, LLC | 470,550 | $19,731,715 | 8.41% |
| Ascension Capital Advisors, Inc. | 241,825 | $10,139,725 | 7.83% |
| MERIDIAN MANAGEMENT CO | 508,516 | $21,322,076 | 6.99% |
| Marcum Wealth, LLC | 1,271,131 | $53,298,536 | 6.65% |
| Waterford Advisors, LLC | 291,287 | $12,214 | 6.61% |