SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 481 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 | ||||
---|---|---|---|---|---|---|
Q4 2022 | $101,680 | -84.3% | 2,510 | -85.4% | 0.02% | -85.1% |
Q3 2022 | $649,000 | -3.7% | 17,180 | -0.6% | 0.10% | 0.0% |
Q2 2022 | $674,000 | -17.6% | 17,276 | +0.0% | 0.10% | -1.0% |
Q1 2022 | $818,000 | -49.7% | 17,270 | +8.8% | 0.10% | -50.7% |
Q4 2021 | $1,626,000 | +3.2% | 15,876 | +0.8% | 0.21% | +4.0% |
Q3 2021 | $1,576,000 | -3.1% | 15,745 | +0.8% | 0.20% | -2.9% |
Q2 2021 | $1,626,000 | +4.4% | 15,616 | -0.1% | 0.20% | 0.0% |
Q1 2021 | $1,557,000 | +107.6% | 15,627 | +85.4% | 0.20% | +78.3% |
Q4 2020 | $750,000 | +14.0% | 8,427 | -12.5% | 0.12% | +1.8% |
Q3 2020 | $658,000 | +4.6% | 9,632 | 0.0% | 0.11% | +0.9% |
Q2 2020 | $629,000 | +26.8% | 9,632 | 0.0% | 0.11% | +12.0% |
Q1 2020 | $496,000 | -32.1% | 9,632 | -0.2% | 0.10% | +13.6% |
Q4 2019 | $730,000 | +10.3% | 9,656 | +1.7% | 0.09% | +23.9% |
Q3 2019 | $662,000 | -2.4% | 9,496 | +0.1% | 0.07% | -2.7% |
Q2 2019 | $678,000 | +3.5% | 9,486 | +1.3% | 0.07% | +10.6% |
Q1 2019 | $655,000 | +15.3% | 9,366 | 0.0% | 0.07% | +4.8% |
Q4 2018 | $568,000 | -19.0% | 9,366 | +1.7% | 0.06% | +3.3% |
Q3 2018 | $701,000 | +0.4% | 9,206 | -3.0% | 0.06% | +1.7% |
Q2 2018 | $698,000 | -4.1% | 9,486 | -10.0% | 0.06% | -9.1% |
Q1 2018 | $728,000 | +180.0% | 10,535 | +182.1% | 0.07% | +200.0% |
Q4 2017 | $260,000 | – | 3,735 | 0.0% | 0.02% | – |
Q3 2017 | $0 | -100.0% | 3,735 | +1.1% | 0.00% | -100.0% |
Q2 2017 | $236,000 | +6.8% | 3,695 | +5.1% | 0.02% | +5.0% |
Q1 2017 | $221,000 | +2.3% | 3,515 | 0.0% | 0.02% | +42.9% |
Q4 2016 | $216,000 | +4.9% | 3,515 | -1.8% | 0.01% | 0.0% |
Q3 2016 | $206,000 | – | 3,578 | – | 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% |