SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 827 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is 0.56 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,743,779 | -6.5% | 42,100 | -1.1% | 0.37% | -1.6% |
| Q2 2023 | $1,864,089 | -1.4% | 42,559 | -8.8% | 0.38% | -2.8% |
| Q1 2023 | $1,889,639 | +0.0% | 46,646 | 0.0% | 0.39% | 0.0% |
| Q4 2022 | $1,889,638 | -12.4% | 46,646 | -18.3% | 0.39% | -24.2% |
| Q3 2022 | $2,157,000 | -2.7% | 57,060 | +0.3% | 0.51% | +1.6% |
| Q2 2022 | $2,217,000 | +2.1% | 56,862 | +24.0% | 0.50% | +5.9% |
| Q1 2022 | $2,172,000 | -25.4% | 45,852 | +61.2% | 0.48% | -25.2% |
| Q4 2021 | $2,912,000 | +2.4% | 28,440 | +0.1% | 0.64% | -0.2% |
| Q3 2021 | $2,845,000 | -3.3% | 28,424 | +0.6% | 0.64% | -5.8% |
| Q2 2021 | $2,942,000 | +3.9% | 28,242 | -0.6% | 0.68% | -11.6% |
| Q1 2021 | $2,832,000 | +2.2% | 28,416 | -8.7% | 0.77% | -8.9% |
| Q4 2020 | $2,771,000 | +30.7% | 31,131 | +0.3% | 0.84% | +18.4% |
| Q3 2020 | $2,120,000 | +11.0% | 31,024 | +6.1% | 0.71% | +6.0% |
| Q2 2020 | $1,910,000 | +18.9% | 29,236 | -6.2% | 0.67% | +8.9% |
| Q1 2020 | $1,607,000 | -26.4% | 31,184 | +8.1% | 0.62% | -6.5% |
| Q4 2019 | $2,182,000 | +9.5% | 28,844 | +0.9% | 0.66% | +5.3% |
| Q3 2019 | $1,993,000 | -2.1% | 28,588 | +0.4% | 0.63% | -3.1% |
| Q2 2019 | $2,036,000 | +0.7% | 28,480 | -1.5% | 0.65% | +0.5% |
| Q1 2019 | $2,022,000 | +18.7% | 28,910 | +3.0% | 0.64% | +5.9% |
| Q4 2018 | $1,703,000 | – | 28,060 | – | 0.61% | – |
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% |