SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 908 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is 0.27 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,829,779 | -77.2% | 44,176 | -75.9% | 0.17% | -75.9% |
| Q2 2023 | $8,039,489 | +15.3% | 183,550 | +10.4% | 0.69% | +7.8% |
| Q1 2023 | $6,973,027 | +7.4% | 166,302 | +3.7% | 0.64% | -0.2% |
| Q4 2022 | $6,493,944 | +15.1% | 160,305 | +7.4% | 0.64% | +13.5% |
| Q3 2022 | $5,644,000 | +10.8% | 149,315 | +14.3% | 0.56% | +12.6% |
| Q2 2022 | $5,094,000 | -47.1% | 130,648 | -35.8% | 0.50% | -16.9% |
| Q1 2022 | $9,633,000 | -22.5% | 203,394 | +67.6% | 0.60% | -21.4% |
| Q4 2021 | $12,431,000 | +11.7% | 121,392 | +9.2% | 0.77% | -1.0% |
| Q3 2021 | $11,124,000 | -2.0% | 111,132 | +2.0% | 0.77% | +2.9% |
| Q2 2021 | $11,346,000 | +7.1% | 108,912 | +2.4% | 0.75% | -0.3% |
| Q1 2021 | $10,598,000 | +41.0% | 106,331 | +25.9% | 0.75% | +24.2% |
| Q4 2020 | $7,517,000 | +38.3% | 84,464 | +6.2% | 0.61% | +30.3% |
| Q3 2020 | $5,436,000 | +6.8% | 79,564 | +2.1% | 0.47% | +13.7% |
| Q2 2020 | $5,090,000 | +41.7% | 77,906 | +11.7% | 0.41% | +23.9% |
| Q1 2020 | $3,593,000 | -31.2% | 69,739 | +1.0% | 0.33% | -25.3% |
| Q4 2019 | $5,221,000 | +4.7% | 69,018 | -3.5% | 0.44% | -3.3% |
| Q3 2019 | $4,985,000 | -11.6% | 71,488 | -9.4% | 0.46% | -26.6% |
| Q2 2019 | $5,640,000 | +16.1% | 78,905 | +13.5% | 0.62% | +5.1% |
| Q1 2019 | $4,859,000 | +10.1% | 69,490 | -4.5% | 0.59% | -2.6% |
| Q4 2018 | $4,413,000 | -32.0% | 72,729 | -14.6% | 0.61% | -25.2% |
| Q3 2018 | $6,486,000 | -6.1% | 85,146 | -9.3% | 0.82% | -12.7% |
| Q2 2018 | $6,906,000 | +4.7% | 93,874 | -1.6% | 0.93% | +2.5% |
| Q1 2018 | $6,593,000 | +2.1% | 95,369 | +3.0% | 0.91% | -7.1% |
| Q4 2017 | $6,458,000 | – | 92,600 | – | 0.98% | – |
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% |