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 | ||||
---|---|---|---|---|---|---|
Q2 2023 | $303,795 | +6.4% | 6,810 | 0.0% | 0.02% | +4.5% |
Q1 2023 | $285,544 | +3.5% | 6,810 | 0.0% | 0.02% | 0.0% |
Q4 2022 | $275,873 | +6.9% | 6,810 | 0.0% | 0.02% | -4.3% |
Q3 2022 | $258,000 | -4.4% | 6,810 | -1.5% | 0.02% | 0.0% |
Q2 2022 | $270,000 | -5.3% | 6,916 | +15.0% | 0.02% | +4.5% |
Q1 2022 | $285,000 | +37.7% | 6,016 | +198.0% | 0.02% | +46.7% |
Q4 2021 | $207,000 | +2.5% | 2,019 | 0.0% | 0.02% | -6.2% |
Q3 2021 | $202,000 | -3.8% | 2,019 | 0.0% | 0.02% | -5.9% |
Q2 2021 | $210,000 | -0.9% | 2,019 | -5.1% | 0.02% | -5.6% |
Q1 2021 | $212,000 | -85.4% | 2,128 | -88.9% | 0.02% | -89.2% |
Q4 2019 | $1,448,000 | +3.4% | 19,145 | -4.7% | 0.17% | -7.3% |
Q3 2019 | $1,400,000 | +1.2% | 20,083 | +3.7% | 0.18% | -2.2% |
Q2 2019 | $1,384,000 | +8.4% | 19,366 | +6.1% | 0.18% | +3.4% |
Q1 2019 | $1,277,000 | +76.9% | 18,258 | +53.4% | 0.18% | +56.6% |
Q4 2018 | $722,000 | -19.4% | 11,900 | +1.1% | 0.11% | -15.0% |
Q3 2018 | $896,000 | +4.4% | 11,765 | +0.9% | 0.13% | +0.8% |
Q2 2018 | $858,000 | +4.3% | 11,656 | -1.3% | 0.13% | +1.5% |
Q4 2017 | $823,000 | +34.9% | 11,807 | +30.4% | 0.13% | +28.7% |
Q3 2017 | $610,000 | +8.3% | 9,055 | +2.7% | 0.10% | +3.1% |
Q2 2017 | $563,000 | +6.0% | 8,814 | +4.6% | 0.10% | +1.0% |
Q1 2017 | $531,000 | +21.5% | 8,428 | +18.5% | 0.10% | +15.5% |
Q4 2016 | $437,000 | – | 7,112 | – | 0.08% | – |
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% |