SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 918 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is 0.15 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $325,000 | -7.7% | 6,870 | +100.0% | 0.10% | +65.6% |
| Q4 2021 | $352,000 | +2.3% | 3,435 | 0.0% | 0.06% | +27.1% |
| Q3 2021 | $344,000 | -3.4% | 3,435 | +0.6% | 0.05% | -9.4% |
| Q2 2021 | $356,000 | +6.9% | 3,415 | +2.1% | 0.05% | -10.2% |
| Q1 2021 | $333,000 | -4.0% | 3,345 | -14.1% | 0.06% | -16.9% |
| Q4 2020 | $347,000 | +30.5% | 3,895 | 0.0% | 0.07% | +4.4% |
| Q3 2020 | $266,000 | -0.7% | 3,895 | -5.0% | 0.07% | -24.4% |
| Q2 2020 | $268,000 | +27.0% | 4,100 | 0.0% | 0.09% | +2.3% |
| Q1 2020 | $211,000 | -34.9% | 4,100 | -4.3% | 0.09% | -17.0% |
| Q4 2019 | $324,000 | +3.2% | 4,282 | -4.8% | 0.11% | +41.3% |
| Q3 2019 | $314,000 | -3.4% | 4,496 | -1.2% | 0.08% | -2.6% |
| Q2 2019 | $325,000 | +1.2% | 4,550 | -0.9% | 0.08% | +1.3% |
| Q1 2019 | $321,000 | +15.5% | 4,590 | +0.1% | 0.08% | +1.3% |
| Q4 2018 | $278,000 | -19.0% | 4,585 | +1.9% | 0.08% | -2.6% |
| Q3 2018 | $343,000 | -21.7% | 4,499 | -24.5% | 0.08% | -25.2% |
| Q2 2018 | $438,000 | -67.5% | 5,959 | -69.4% | 0.10% | -65.9% |
| Q1 2018 | $1,348,000 | -15.1% | 19,499 | -14.4% | 0.30% | -14.9% |
| Q4 2017 | $1,588,000 | +8.3% | 22,769 | +4.6% | 0.36% | +7.9% |
| Q3 2017 | $1,466,000 | +6.4% | 21,758 | +0.9% | 0.33% | +3.5% |
| Q2 2017 | $1,378,000 | -26.2% | 21,572 | -27.2% | 0.32% | -28.2% |
| Q1 2017 | $1,866,000 | +98.5% | 29,632 | +93.7% | 0.44% | +81.6% |
| Q4 2016 | $940,000 | +12.2% | 15,298 | +5.0% | 0.24% | +17.3% |
| Q3 2016 | $838,000 | +5.3% | 14,573 | -1.1% | 0.21% | +1.5% |
| Q2 2016 | $796,000 | +12.1% | 14,733 | +7.9% | 0.20% | +12.0% |
| Q1 2016 | $710,000 | +7.7% | 13,653 | +7.8% | 0.18% | +11.6% |
| Q4 2015 | $659,000 | +14.4% | 12,670 | +11.6% | 0.16% | +12.3% |
| Q3 2015 | $576,000 | -16.6% | 11,357 | -5.6% | 0.15% | -10.4% |
| Q2 2015 | $691,000 | -12.1% | 12,025 | -12.0% | 0.16% | -10.4% |
| Q1 2015 | $786,000 | +7.5% | 13,660 | +2.9% | 0.18% | +1.7% |
| Q4 2014 | $731,000 | +6.4% | 13,275 | -0.7% | 0.18% | +1.7% |
| Q3 2014 | $687,000 | -6.3% | 13,375 | -0.0% | 0.18% | -5.4% |
| Q2 2014 | $733,000 | +17.5% | 13,380 | +14.8% | 0.19% | +7.5% |
| Q1 2014 | $624,000 | +31.6% | 11,655 | +29.1% | 0.17% | +37.3% |
| Q4 2013 | $474,000 | +39.0% | 9,030 | +27.5% | 0.13% | +28.6% |
| Q3 2013 | $341,000 | – | 7,080 | – | 0.10% | – |
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% |