SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 808 filers reported holding SCHWAB STRATEGIC TR in Q1 2021. The put-call ratio across all filers is 0.43 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $12,918,328 | -3.6% | 311,886 | +2.0% | 0.04% | -47.1% |
| Q2 2023 | $13,396,964 | -2.0% | 305,867 | -6.2% | 0.07% | +141.4% |
| Q1 2023 | $13,674,505 | +2.3% | 326,127 | -1.1% | 0.03% | -3.3% |
| Q4 2022 | $13,364,695 | +11.0% | 329,911 | +3.6% | 0.03% | -3.2% |
| Q3 2022 | $12,038,000 | -0.9% | 318,456 | +2.2% | 0.03% | 0.0% |
| Q2 2022 | $12,150,000 | -31.0% | 311,608 | -16.1% | 0.03% | -18.4% |
| Q1 2022 | $17,597,000 | +0.1% | 371,559 | +116.5% | 0.04% | 0.0% |
| Q4 2021 | $17,572,000 | +8.5% | 171,604 | +6.1% | 0.04% | -5.0% |
| Q3 2021 | $16,191,000 | +10.5% | 161,753 | +15.0% | 0.04% | +5.3% |
| Q2 2021 | $14,653,000 | +18.6% | 140,651 | +13.5% | 0.04% | -5.0% |
| Q1 2021 | $12,355,000 | +13.2% | 123,962 | +1.1% | 0.04% | +14.3% |
| Q4 2020 | $10,917,000 | +36.9% | 122,659 | +5.1% | 0.04% | +12.9% |
| Q3 2020 | $7,974,000 | +37.7% | 116,715 | +31.7% | 0.03% | +19.2% |
| Q2 2020 | $5,790,000 | +1329.6% | 88,613 | +1028.5% | 0.03% | +1200.0% |
| Q1 2020 | $405,000 | -64.5% | 7,852 | -48.0% | 0.00% | -60.0% |
| Q4 2019 | $1,141,000 | +8.7% | 15,090 | +0.2% | 0.01% | 0.0% |
| Q3 2019 | $1,050,000 | -8.9% | 15,061 | -6.5% | 0.01% | -16.7% |
| Q2 2019 | $1,152,000 | +0.3% | 16,110 | -1.8% | 0.01% | 0.0% |
| Q1 2019 | $1,148,000 | +15.5% | 16,412 | +0.2% | 0.01% | 0.0% |
| Q4 2018 | $994,000 | -31.0% | 16,376 | -13.3% | 0.01% | -14.3% |
| Q3 2018 | $1,440,000 | +19.2% | 18,894 | +15.1% | 0.01% | 0.0% |
| Q2 2018 | $1,208,000 | +9.9% | 16,410 | +3.2% | 0.01% | 0.0% |
| Q1 2018 | $1,099,000 | -17.9% | 15,900 | -17.2% | 0.01% | -22.2% |
| Q4 2017 | $1,338,000 | +13.9% | 19,193 | +10.0% | 0.01% | +12.5% |
| Q3 2017 | $1,175,000 | -6.8% | 17,442 | -11.7% | 0.01% | -20.0% |
| Q2 2017 | $1,261,000 | -16.3% | 19,742 | -17.5% | 0.01% | -16.7% |
| Q1 2017 | $1,507,000 | +1.5% | 23,934 | -0.9% | 0.01% | -7.7% |
| Q4 2016 | $1,485,000 | – | 24,147 | – | 0.01% | – |
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% |