SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 829 filers reported holding SCHWAB STRATEGIC TR in Q2 2021. The put-call ratio across all filers is 0.25 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $647,809 | -5.4% | 15,640 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $685,032 | -2.4% | 15,640 | -6.5% | 0.00% | 0.0% |
| Q1 2023 | $701,698 | +11.8% | 16,735 | +8.0% | 0.00% | 0.0% |
| Q4 2022 | $627,459 | +7.3% | 15,489 | 0.0% | 0.00% | +50.0% |
| Q3 2022 | $585,000 | -9.6% | 15,489 | -6.7% | 0.00% | -33.3% |
| Q2 2022 | $647,000 | -17.7% | 16,604 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $786,000 | -30.6% | 16,604 | +50.2% | 0.00% | -25.0% |
| Q4 2021 | $1,132,000 | +1.2% | 11,053 | -1.1% | 0.00% | 0.0% |
| Q3 2021 | $1,119,000 | -5.6% | 11,181 | -1.8% | 0.00% | 0.0% |
| Q2 2021 | $1,186,000 | +3.9% | 11,388 | -0.6% | 0.00% | 0.0% |
| Q1 2021 | $1,142,000 | -11.6% | 11,462 | -21.0% | 0.00% | -20.0% |
| Q4 2020 | $1,292,000 | +30.9% | 14,514 | +0.5% | 0.01% | +25.0% |
| Q3 2020 | $987,000 | +2.0% | 14,440 | -2.5% | 0.00% | 0.0% |
| Q2 2020 | $968,000 | +25.9% | 14,813 | -0.8% | 0.00% | 0.0% |
| Q1 2020 | $769,000 | -42.6% | 14,929 | -15.7% | 0.00% | -20.0% |
| Q4 2019 | $1,340,000 | +8.3% | 17,715 | -0.1% | 0.01% | 0.0% |
| Q3 2019 | $1,237,000 | -2.4% | 17,737 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $1,268,000 | -2.1% | 17,737 | -0.7% | 0.01% | 0.0% |
| Q1 2019 | $1,295,000 | +4.9% | 17,871 | -12.2% | 0.01% | -16.7% |
| Q4 2018 | $1,235,000 | -20.3% | 20,349 | 0.0% | 0.01% | 0.0% |
| Q3 2018 | $1,550,000 | +3.5% | 20,349 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $1,497,000 | +6.4% | 20,349 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $1,407,000 | -28.7% | 20,349 | -28.6% | 0.01% | -25.0% |
| Q4 2017 | $1,973,000 | +9.9% | 28,511 | +7.0% | 0.01% | 0.0% |
| Q3 2017 | $1,796,000 | +4.4% | 26,637 | -1.0% | 0.01% | 0.0% |
| Q2 2017 | $1,720,000 | +2.7% | 26,917 | +1.1% | 0.01% | 0.0% |
| Q1 2017 | $1,675,000 | -0.7% | 26,637 | -2.9% | 0.01% | -11.1% |
| Q4 2016 | $1,687,000 | +1462.0% | 27,443 | +1363.6% | 0.01% | +800.0% |
| Q3 2016 | $108,000 | +6.9% | 1,875 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $101,000 | +3.1% | 1,875 | 0.0% | 0.00% | 0.0% |
| Q1 2016 | $98,000 | -9.3% | 1,875 | 0.0% | 0.00% | 0.0% |
| Q2 2015 | $108,000 | 0.0% | 1,875 | 0.0% | 0.00% | 0.0% |
| Q1 2015 | $108,000 | +4.9% | 1,875 | 0.0% | 0.00% | 0.0% |
| Q4 2014 | $103,000 | +4.0% | 1,875 | -2.8% | 0.00% | 0.0% |
| Q3 2014 | $99,000 | -4.8% | 1,929 | +1.4% | 0.00% | 0.0% |
| Q2 2014 | $104,000 | – | 1,903 | – | 0.00% | – |
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% |