SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 483 filers reported holding SCHWAB STRATEGIC TR in Q2 2018. The put-call ratio across all filers is 0.59 and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2021 | $320,000 | -3.9% | 3,201 | 0.0% | 0.03% | -2.9% |
Q2 2021 | $333,000 | +4.4% | 3,201 | 0.0% | 0.03% | 0.0% |
Q1 2021 | $319,000 | +1.3% | 3,201 | -9.5% | 0.03% | -5.6% |
Q4 2020 | $315,000 | +30.2% | 3,538 | 0.0% | 0.04% | +16.1% |
Q3 2020 | $242,000 | -9.0% | 3,538 | -13.1% | 0.03% | -11.4% |
Q2 2020 | $266,000 | +11.8% | 4,070 | -11.8% | 0.04% | -2.8% |
Q1 2020 | $238,000 | -37.2% | 4,617 | -8.0% | 0.04% | -21.7% |
Q4 2019 | $379,000 | -5.0% | 5,017 | -12.2% | 0.05% | -13.2% |
Q3 2019 | $399,000 | -13.1% | 5,717 | -10.9% | 0.05% | -13.1% |
Q2 2019 | $459,000 | +2.2% | 6,417 | 0.0% | 0.06% | +3.4% |
Q1 2019 | $449,000 | +15.4% | 6,417 | 0.0% | 0.06% | +15.7% |
Q4 2018 | $389,000 | -20.4% | 6,417 | 0.0% | 0.05% | -8.9% |
Q3 2018 | $489,000 | +3.6% | 6,417 | 0.0% | 0.06% | 0.0% |
Q2 2018 | $472,000 | -24.2% | 6,417 | -28.8% | 0.06% | -26.3% |
Q1 2018 | $623,000 | -21.3% | 9,018 | -20.6% | 0.08% | -20.8% |
Q4 2017 | $792,000 | – | 11,357 | – | 0.10% | – |
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% |