SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 311 filers reported holding SCHWAB STRATEGIC TR in Q1 2017. The put-call ratio across all filers is 0.39 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $8 | -11.1% | 176 | 0.0% | 0.00% | 0.0% |
| Q1 2024 | $9 | +12.5% | 176 | 0.0% | 0.00% | 0.0% |
| Q4 2023 | $8 | +14.3% | 176 | 0.0% | 0.00% | 0.0% |
| 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 ↓ |
|---|---|---|---|
| Filbrandt Wealth Management, LLC | 374,051 | $24,441,000 | 19.47% |
| RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 170,384 | $11,133,000 | 12.93% |
| Strategic Financial Planning, Inc. | 167,381 | $10,937,000 | 12.18% |
| MONEYWISE, INC. | 213,638 | $13,959,000 | 11.18% |
| APPLETON GROUP, LLC | 138,536 | $9,052,000 | 10.90% |
| Marcum Wealth, LLC | 474,002 | $30,971,000 | 9.53% |
| Financial Advisors, LLC | 244,345 | $15,965,000 | 8.90% |
| Mokosak Advisory Group, LLC | 202,751 | $13,254,000 | 8.09% |
| MARSHALL FINANCIAL GROUP INC /ADV | 157,711 | $10,305,000 | 6.84% |
| Charles Schwab Investment Advisory, Inc. | 40,688,542 | $2,658,589,000 | 6.70% |