SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 362 filers reported holding SCHWAB STRATEGIC TR in Q3 2017. The put-call ratio across all filers is 0.83 and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $493,892 | -5.4% | 11,924 | 0.0% | 0.25% | -12.8% |
Q2 2023 | $522,271 | +4.5% | 11,924 | 0.0% | 0.28% | -8.7% |
Q1 2023 | $499,973 | +59.0% | 11,924 | +53.6% | 0.31% | +40.5% |
Q4 2022 | $314,520 | +7.3% | 7,764 | 0.0% | 0.22% | +4.8% |
Q3 2022 | $293,000 | -3.0% | 7,764 | 0.0% | 0.21% | +54.4% |
Q2 2022 | $302,000 | -5.6% | 7,764 | +14.8% | 0.14% | -23.2% |
Q1 2022 | $320,000 | -7.0% | 6,764 | +101.2% | 0.18% | -3.3% |
Q4 2021 | $344,000 | +2.4% | 3,362 | 0.0% | 0.18% | +23.6% |
Q3 2021 | $336,000 | -4.0% | 3,362 | 0.0% | 0.15% | -24.9% |
Q2 2021 | $350,000 | -32.7% | 3,362 | -58.7% | 0.20% | -80.4% |
Q2 2017 | $520,000 | – | 8,137 | – | 1.00% | – |
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% |