SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 581 filers reported holding SCHWAB STRATEGIC TR in Q1 2019. The put-call ratio across all filers is 3.35 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $2,186,000 | -33.0% | 21,840 | -30.3% | 0.10% | -31.4% |
| Q2 2021 | $3,263,000 | +4.5% | 31,320 | 0.0% | 0.14% | -2.8% |
| Q1 2021 | $3,122,000 | +12.0% | 31,320 | 0.0% | 0.14% | +3.6% |
| Q4 2020 | $2,787,000 | +30.2% | 31,320 | 0.0% | 0.14% | +14.9% |
| Q3 2020 | $2,140,000 | +4.6% | 31,320 | 0.0% | 0.12% | -4.0% |
| Q2 2020 | $2,046,000 | +26.8% | 31,320 | 0.0% | 0.13% | +5.9% |
| Q1 2020 | $1,614,000 | -31.9% | 31,320 | 0.0% | 0.12% | -13.8% |
| Q4 2019 | $2,369,000 | +8.5% | 31,320 | 0.0% | 0.14% | +0.7% |
| Q3 2019 | $2,184,000 | -2.5% | 31,320 | 0.0% | 0.14% | -14.4% |
| Q2 2019 | $2,239,000 | -5.5% | 31,320 | -7.6% | 0.16% | -3.0% |
| Q1 2019 | $2,370,000 | – | 33,884 | – | 0.16% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Strategic Financial Planning, Inc. | 301,624 | $12,647,105 | 11.56% |
| MONEYWISE, INC. | 418,944 | $17,566,336 | 11.36% |
| Financial Advisors, LLC | 934,943 | $39,202,142 | 9.93% |
| RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 712,588 | $29,878,802 | 9.58% |
| FIDELIS iM, LLC | 368,904 | $15,468,149 | 9.23% |
| Mokosak Advisory Group, LLC | 470,550 | $19,731,715 | 8.41% |
| Ascension Capital Advisors, Inc. | 241,825 | $10,139,725 | 7.83% |
| MERIDIAN MANAGEMENT CO | 508,516 | $21,322,076 | 6.99% |
| Marcum Wealth, LLC | 1,271,131 | $53,298,536 | 6.65% |
| Waterford Advisors, LLC | 291,287 | $12,214 | 6.61% |