SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 195 filers reported holding SCHWAB STRATEGIC TR in Q1 2015. The put-call ratio across all filers is 0.90 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $184,000 | -3.2% | 4,863 | 0.0% | 0.03% | -3.0% |
| Q2 2022 | $190,000 | -17.4% | 4,863 | 0.0% | 0.03% | 0.0% |
| Q1 2022 | $230,000 | -71.1% | 4,863 | -37.5% | 0.03% | -68.3% |
| Q4 2021 | $797,000 | +2.3% | 7,781 | 0.0% | 0.10% | -2.8% |
| Q3 2021 | $779,000 | -3.9% | 7,781 | 0.0% | 0.11% | -4.5% |
| Q2 2021 | $811,000 | +4.5% | 7,781 | 0.0% | 0.11% | -2.6% |
| Q1 2021 | $776,000 | +12.0% | 7,781 | 0.0% | 0.12% | +7.5% |
| Q4 2020 | $693,000 | +7600.0% | 7,781 | +5341.3% | 0.11% | +10600.0% |
| Q2 2020 | $9,000 | -97.4% | 143 | -97.9% | 0.00% | -98.2% |
| Q1 2020 | $350,000 | -3.6% | 6,800 | +41.7% | 0.06% | +40.0% |
| Q4 2019 | $363,000 | +8.4% | 4,800 | 0.0% | 0.04% | +2.6% |
| Q3 2019 | $335,000 | -2.3% | 4,800 | 0.0% | 0.04% | -11.4% |
| Q2 2019 | $343,000 | +2.1% | 4,800 | 0.0% | 0.04% | +2.3% |
| Q1 2019 | $336,000 | -4.8% | 4,800 | 0.0% | 0.04% | -20.4% |
| Q4 2018 | $353,000 | -3.6% | 4,800 | 0.0% | 0.05% | +3.8% |
| Q3 2018 | $366,000 | +3.7% | 4,800 | 0.0% | 0.05% | -3.7% |
| Q2 2018 | $353,000 | +6.3% | 4,800 | 0.0% | 0.05% | +1.9% |
| Q1 2018 | $332,000 | -15.9% | 4,800 | -15.2% | 0.05% | -10.2% |
| Q4 2017 | $395,000 | +3.7% | 5,661 | 0.0% | 0.06% | 0.0% |
| Q3 2017 | $381,000 | +5.2% | 5,661 | 0.0% | 0.06% | +1.7% |
| Q2 2017 | $362,000 | +609.8% | 5,661 | +513.3% | 0.06% | +866.7% |
| Q4 2014 | $51,000 | +8.5% | 923 | 0.0% | 0.01% | 0.0% |
| Q3 2014 | $47,000 | -14.5% | 923 | -7.5% | 0.01% | -14.3% |
| Q2 2014 | $55,000 | +12.2% | 998 | +8.1% | 0.01% | -12.5% |
| Q1 2014 | $49,000 | +2.1% | 923 | 0.0% | 0.01% | +14.3% |
| Q4 2013 | $48,000 | +6.7% | 923 | 0.0% | 0.01% | -12.5% |
| Q3 2013 | $45,000 | +9.8% | 923 | 0.0% | 0.01% | 0.0% |
| Q2 2013 | $41,000 | – | 923 | – | 0.01% | – |
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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% |