SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 291 filers reported holding SCHWAB STRATEGIC TR in Q4 2016. The put-call ratio across all filers is 1.53 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7 | -12.5% | 176 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $8 | +14.3% | 176 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $7 | 0.0% | 176 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $7 | -99.9% | 176 | 0.0% | 0.00% | -33.3% |
| Q3 2022 | $7,000 | 0.0% | 176 | 0.0% | 0.00% | +50.0% |
| Q2 2022 | $7,000 | -12.5% | 176 | 0.0% | 0.00% | -33.3% |
| Q1 2022 | $8,000 | -11.1% | 176 | +100.0% | 0.00% | 0.0% |
| Q4 2021 | $9,000 | 0.0% | 88 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $9,000 | 0.0% | 88 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $9,000 | 0.0% | 88 | 0.0% | 0.00% | -25.0% |
| Q1 2021 | $9,000 | +12.5% | 88 | 0.0% | 0.00% | +33.3% |
| Q4 2020 | $8,000 | +33.3% | 88 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $6,000 | 0.0% | 88 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $6,000 | +20.0% | 88 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $5,000 | -28.6% | 88 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $7,000 | +16.7% | 88 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $6,000 | 0.0% | 88 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $6,000 | 0.0% | 88 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $6,000 | +20.0% | 88 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $5,000 | -28.6% | 88 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $7,000 | +16.7% | 88 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $6,000 | 0.0% | 88 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $6,000 | 0.0% | 88 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $6,000 | 0.0% | 88 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $6,000 | -25.0% | 88 | -26.7% | 0.00% | -40.0% |
| Q2 2017 | $8,000 | 0.0% | 120 | 0.0% | 0.01% | 0.0% |
| Q1 2017 | $8,000 | -60.0% | 120 | -63.3% | 0.01% | -58.3% |
| Q4 2016 | $20,000 | +185.7% | 327 | +177.1% | 0.01% | +200.0% |
| Q3 2016 | $7,000 | +16.7% | 118 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $6,000 | 0.0% | 118 | 0.0% | 0.00% | 0.0% |
| Q1 2016 | $6,000 | 0.0% | 118 | 0.0% | 0.00% | 0.0% |
| Q4 2015 | $6,000 | 0.0% | 118 | 0.0% | 0.00% | 0.0% |
| Q3 2015 | $6,000 | +200.0% | 118 | +268.8% | 0.00% | +300.0% |
| Q2 2015 | $2,000 | 0.0% | 32 | 0.0% | 0.00% | 0.0% |
| Q1 2015 | $2,000 | 0.0% | 32 | 0.0% | 0.00% | 0.0% |
| Q4 2014 | $2,000 | 0.0% | 32 | 0.0% | 0.00% | 0.0% |
| Q3 2014 | $2,000 | 0.0% | 32 | 0.0% | 0.00% | 0.0% |
| Q2 2014 | $2,000 | – | 32 | – | 0.00% | – |
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% |