SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 311 filers reported holding SCHWAB STRATEGIC TR in Q1 2017. The put-call ratio across all filers is 0.39 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,046 | -6.3% | 146,016 | -0.7% | 0.52% | -6.4% |
| Q2 2023 | $6,452 | +3.6% | 147,041 | -0.9% | 0.55% | -4.7% |
| Q1 2023 | $6,227 | +3.4% | 148,337 | -0.1% | 0.58% | -5.6% |
| Q4 2022 | $6,020 | -99.9% | 148,537 | -0.1% | 0.61% | -1.0% |
| Q3 2022 | $5,617,000 | -21.5% | 148,726 | -1.4% | 0.62% | -22.6% |
| Q1 2022 | $7,153,000 | -7.7% | 150,852 | +99.4% | 0.80% | -14.6% |
| Q4 2021 | $7,747,000 | -3.3% | 75,662 | -5.3% | 0.93% | -11.6% |
| Q3 2021 | $8,008,000 | -3.8% | 79,925 | +0.1% | 1.06% | -14.9% |
| Q2 2021 | $8,326,000 | +0.1% | 79,826 | -4.5% | 1.24% | -34.0% |
| Q1 2021 | $8,319,000 | +8.1% | 83,547 | -3.3% | 1.88% | +22.6% |
| Q4 2020 | $7,696,000 | +31.5% | 86,435 | +0.9% | 1.53% | +18.8% |
| Q3 2020 | $5,854,000 | +2.8% | 85,688 | -1.6% | 1.29% | -16.8% |
| Q2 2020 | $5,697,000 | +25.3% | 87,094 | -1.4% | 1.55% | +14.7% |
| Q1 2020 | $4,547,000 | -52.8% | 88,291 | -30.6% | 1.35% | -50.3% |
| Q4 2019 | $9,636,000 | +9.4% | 127,285 | +0.9% | 2.72% | -7.1% |
| Q3 2019 | $8,811,000 | -1.6% | 126,157 | +0.9% | 2.93% | +1.4% |
| Q2 2019 | $8,957,000 | +1.6% | 125,049 | -0.9% | 2.89% | -5.8% |
| Q1 2019 | $8,818,000 | +20.9% | 126,152 | +4.9% | 3.07% | +2.5% |
| Q4 2018 | $7,294,000 | -11.6% | 120,288 | +11.0% | 2.99% | -3.5% |
| Q3 2018 | $8,255,000 | -3.5% | 108,342 | -6.7% | 3.10% | +6.2% |
| Q2 2018 | $8,550,000 | +44.6% | 116,177 | +35.9% | 2.92% | -0.4% |
| Q1 2018 | $5,912,000 | +11.1% | 85,496 | +12.1% | 2.93% | +36.9% |
| Q4 2017 | $5,320,000 | +5.9% | 76,251 | +2.1% | 2.14% | -11.6% |
| Q3 2017 | $5,025,000 | +1.5% | 74,661 | -3.7% | 2.42% | -2.7% |
| Q2 2017 | $4,952,000 | 0.0% | 77,544 | -1.2% | 2.49% | -6.8% |
| Q1 2017 | $4,952,000 | +6.3% | 78,454 | +3.4% | 2.67% | -1.0% |
| Q4 2016 | $4,657,000 | +7.2% | 75,888 | +0.4% | 2.70% | -1.6% |
| Q3 2016 | $4,346,000 | +9.5% | 75,569 | +2.8% | 2.74% | -0.5% |
| Q2 2016 | $3,969,000 | +5.7% | 73,495 | +1.8% | 2.76% | -0.1% |
| Q1 2016 | $3,756,000 | +138.6% | 72,180 | +138.9% | 2.76% | +167.4% |
| Q4 2015 | $1,574,000 | – | 30,217 | – | 1.03% | – |
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% |