SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 185 filers reported holding SCHWAB STRATEGIC TR in Q4 2014. The put-call ratio across all filers is 1.28 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $506,821 | -3.8% | 12,236 | +1.8% | 0.02% | 0.0% |
| Q2 2023 | $526,635 | +0.2% | 12,023 | -4.0% | 0.02% | -9.5% |
| Q1 2023 | $525,399 | +8.8% | 12,530 | +5.1% | 0.02% | 0.0% |
| Q4 2022 | $482,814 | +7.1% | 11,918 | -0.2% | 0.02% | -4.5% |
| Q3 2022 | $451,000 | +13.9% | 11,944 | +17.7% | 0.02% | +22.2% |
| Q2 2022 | $396,000 | -17.5% | 10,147 | +0.1% | 0.02% | +5.9% |
| Q1 2022 | $480,000 | -7.0% | 10,138 | +101.4% | 0.02% | 0.0% |
| Q4 2021 | $516,000 | -4.1% | 5,034 | -6.2% | 0.02% | -15.0% |
| Q3 2021 | $538,000 | -3.8% | 5,369 | +0.0% | 0.02% | -4.8% |
| Q2 2021 | $559,000 | +3.3% | 5,368 | -1.2% | 0.02% | -8.7% |
| Q1 2021 | $541,000 | +16.1% | 5,434 | +3.8% | 0.02% | +9.5% |
| Q4 2020 | $466,000 | +38.3% | 5,233 | +6.1% | 0.02% | +23.5% |
| Q3 2020 | $337,000 | -15.8% | 4,933 | -19.3% | 0.02% | -26.1% |
| Q2 2020 | $400,000 | +4.4% | 6,115 | -17.7% | 0.02% | -14.8% |
| Q1 2020 | $383,000 | -34.0% | 7,426 | -3.2% | 0.03% | -18.2% |
| Q4 2019 | $580,000 | +28.6% | 7,674 | +18.6% | 0.03% | +13.8% |
| Q3 2019 | $451,000 | -9.8% | 6,470 | -7.6% | 0.03% | -12.1% |
| Q2 2019 | $500,000 | -8.8% | 6,999 | -10.6% | 0.03% | -13.2% |
| Q1 2019 | $548,000 | +40.9% | 7,833 | +22.1% | 0.04% | +5.6% |
| Q4 2018 | $389,000 | -2.5% | 6,414 | +10.4% | 0.04% | +9.1% |
| Q3 2018 | $399,000 | -5.0% | 5,810 | +5.1% | 0.03% | +3.1% |
| Q2 2018 | $420,000 | +14.4% | 5,526 | +9.1% | 0.03% | +3.2% |
| Q1 2018 | $367,000 | +18.4% | 5,063 | +11.8% | 0.03% | +14.8% |
| Q4 2017 | $310,000 | +18.8% | 4,527 | +17.7% | 0.03% | -12.9% |
| Q3 2017 | $261,000 | -1.9% | 3,847 | -7.2% | 0.03% | -3.1% |
| Q2 2017 | $266,000 | +1.5% | 4,147 | +0.6% | 0.03% | 0.0% |
| Q1 2017 | $262,000 | -4.0% | 4,122 | -5.8% | 0.03% | -11.1% |
| Q4 2016 | $273,000 | -4.5% | 4,374 | -14.6% | 0.04% | -12.2% |
| Q3 2016 | $286,000 | -5.3% | 5,123 | -3.8% | 0.04% | -4.7% |
| Q2 2016 | $302,000 | +7.1% | 5,324 | -1.7% | 0.04% | 0.0% |
| Q1 2016 | $282,000 | +6.0% | 5,415 | -2.4% | 0.04% | -6.5% |
| Q4 2015 | $266,000 | -13.6% | 5,549 | -4.7% | 0.05% | -13.2% |
| Q3 2015 | $308,000 | -12.5% | 5,825 | -4.8% | 0.05% | -14.5% |
| Q2 2015 | $352,000 | +4.8% | 6,121 | +5.9% | 0.06% | +6.9% |
| Q1 2015 | $336,000 | +1.8% | 5,780 | -4.1% | 0.06% | -6.5% |
| Q4 2014 | $330,000 | -4.1% | 6,024 | -9.9% | 0.06% | -8.8% |
| Q3 2014 | $344,000 | -35.3% | 6,683 | -31.1% | 0.07% | -43.8% |
| Q2 2014 | $532,000 | +1.5% | 9,700 | -0.8% | 0.12% | -12.3% |
| Q1 2014 | $524,000 | +2.7% | 9,775 | +0.6% | 0.14% | +0.7% |
| Q4 2013 | $510,000 | -5.7% | 9,717 | -13.3% | 0.14% | -18.0% |
| Q3 2013 | $541,000 | +39.8% | 11,212 | +27.4% | 0.17% | +31.5% |
| Q2 2013 | $387,000 | – | 8,800 | – | 0.13% | – |
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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% |