SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 808 filers reported holding SCHWAB STRATEGIC TR in Q1 2021. The put-call ratio across all filers is 0.43 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,956,250 | -8.8% | 95,515 | -3.6% | 0.75% | -7.2% |
| Q2 2023 | $4,337,622 | +1.4% | 99,032 | -2.9% | 0.80% | -7.3% |
| Q1 2023 | $4,275,999 | +1.3% | 101,979 | -2.2% | 0.87% | -6.3% |
| Q4 2022 | $4,222,417 | +3.9% | 104,231 | -3.1% | 0.93% | -1.8% |
| Q3 2022 | $4,065,000 | -6.1% | 107,529 | -3.2% | 0.94% | -0.1% |
| Q2 2022 | $4,330,000 | -18.9% | 111,045 | -1.5% | 0.94% | -5.7% |
| Q1 2022 | $5,341,000 | -7.7% | 112,768 | +99.6% | 1.00% | -4.8% |
| Q4 2021 | $5,786,000 | +0.5% | 56,499 | -1.8% | 1.05% | -5.8% |
| Q3 2021 | $5,758,000 | -5.5% | 57,520 | -1.7% | 1.12% | -4.5% |
| Q2 2021 | $6,094,000 | +4.8% | 58,499 | +0.2% | 1.17% | -3.0% |
| Q1 2021 | $5,817,000 | +10.4% | 58,361 | -1.4% | 1.20% | +2.6% |
| Q4 2020 | $5,269,000 | +27.8% | 59,197 | -1.9% | 1.17% | +12.5% |
| Q3 2020 | $4,124,000 | +3.0% | 60,364 | -1.5% | 1.04% | -5.9% |
| Q2 2020 | $4,004,000 | +19.7% | 61,284 | -5.6% | 1.11% | +1.7% |
| Q1 2020 | $3,345,000 | -34.7% | 64,933 | -4.2% | 1.09% | -17.2% |
| Q4 2019 | $5,126,000 | +1.5% | 67,770 | -6.4% | 1.32% | -0.9% |
| Q3 2019 | $5,051,000 | -0.1% | 72,441 | +2.4% | 1.33% | -2.2% |
| Q2 2019 | $5,058,000 | +2.6% | 70,766 | +0.3% | 1.36% | -1.7% |
| Q1 2019 | $4,932,000 | +17.0% | 70,528 | +1.5% | 1.38% | +1.1% |
| Q4 2018 | $4,217,000 | -17.5% | 69,491 | +3.6% | 1.37% | -7.6% |
| Q3 2018 | $5,109,000 | +5.9% | 67,072 | +2.3% | 1.48% | +3.3% |
| Q2 2018 | $4,823,000 | +19.8% | 65,563 | +12.6% | 1.43% | +13.4% |
| Q1 2018 | $4,025,000 | -6.8% | 58,220 | -6.0% | 1.26% | -7.0% |
| Q4 2017 | $4,320,000 | +20.2% | 61,951 | +16.1% | 1.36% | +14.7% |
| Q3 2017 | $3,594,000 | +60.2% | 53,344 | +52.0% | 1.19% | +56.9% |
| Q2 2017 | $2,243,000 | +13918.8% | 35,093 | +13881.3% | 0.76% | +12500.0% |
| Q1 2017 | $16,000 | – | 251 | – | 0.01% | – |
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% |