SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 291 filers reported holding SCHWAB STRATEGIC TR in Q4 2016. The put-call ratio across all filers is 1.53 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $19,712 | +33.2% | 476 | +40.8% | 0.00% | 0.0% |
| Q2 2023 | $14,804 | +4.5% | 338 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $14,172 | +3.5% | 338 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $13,692 | +5.3% | 338 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $13,000 | -23.5% | 338 | +100.0% | 0.00% | 0.0% |
| Q4 2021 | $17,000 | 0.0% | 169 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $17,000 | -5.6% | 169 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $18,000 | +5.9% | 169 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $17,000 | +13.3% | 169 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $15,000 | +25.0% | 169 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $12,000 | +9.1% | 169 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $11,000 | +22.2% | 169 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $9,000 | -30.8% | 169 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $13,000 | +8.3% | 169 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $12,000 | 0.0% | 169 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $12,000 | 0.0% | 169 | 0.0% | 0.00% | -33.3% |
| Q1 2019 | $12,000 | +20.0% | 169 | 0.0% | 0.00% | +50.0% |
| Q4 2018 | $10,000 | -23.1% | 169 | 0.0% | 0.00% | -33.3% |
| Q3 2018 | $13,000 | +8.3% | 169 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $12,000 | 0.0% | 169 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $12,000 | 0.0% | 169 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $12,000 | +9.1% | 169 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $11,000 | 0.0% | 169 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $11,000 | 0.0% | 169 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $11,000 | +10.0% | 169 | 0.0% | 0.00% | 0.0% |
| Q4 2016 | $10,000 | 0.0% | 169 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $10,000 | +11.1% | 169 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $9,000 | 0.0% | 169 | 0.0% | 0.00% | 0.0% |
| Q1 2016 | $9,000 | 0.0% | 169 | 0.0% | 0.00% | 0.0% |
| Q4 2015 | $9,000 | 0.0% | 169 | 0.0% | 0.00% | 0.0% |
| Q3 2015 | $9,000 | -10.0% | 169 | 0.0% | 0.00% | 0.0% |
| Q2 2015 | $10,000 | 0.0% | 169 | 0.0% | 0.00% | +50.0% |
| Q1 2015 | $10,000 | -82.5% | 169 | -83.8% | 0.00% | -84.6% |
| Q4 2014 | $57,000 | – | 1,041 | – | 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% |