SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 157 filers reported holding SCHWAB STRATEGIC TR in Q2 2014. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $338,596 | -7.7% | 7,136 | -4.2% | 0.04% | -12.2% |
Q1 2024 | $366,732 | -58.0% | 7,448 | -59.7% | 0.04% | -58.6% |
Q4 2023 | $872,154 | -8.0% | 18,462 | -19.3% | 0.10% | -14.7% |
Q3 2023 | $948,122 | +66.7% | 22,890 | +76.3% | 0.12% | +73.1% |
Q2 2023 | $568,627 | +36.9% | 12,982 | +31.1% | 0.07% | +31.4% |
Q1 2023 | $415,243 | +12.2% | 9,903 | +8.4% | 0.05% | +8.5% |
Q4 2022 | $369,987 | -6.3% | 9,133 | -12.5% | 0.05% | -6.0% |
Q3 2022 | $395,000 | -6.2% | 10,438 | -3.3% | 0.05% | +8.7% |
Q2 2022 | $421,000 | -17.6% | 10,797 | +0.0% | 0.05% | -8.0% |
Q1 2022 | $511,000 | -18.8% | 10,796 | +75.6% | 0.05% | -13.8% |
Q4 2021 | $629,000 | -11.3% | 6,147 | -13.2% | 0.06% | -15.9% |
Q3 2021 | $709,000 | -1.0% | 7,084 | +3.1% | 0.07% | 0.0% |
Q2 2021 | $716,000 | -0.8% | 6,868 | -5.2% | 0.07% | -4.2% |
Q1 2021 | $722,000 | +10.6% | 7,246 | -1.3% | 0.07% | +5.9% |
Q4 2020 | $653,000 | +6.0% | 7,341 | -18.6% | 0.07% | -2.9% |
Q3 2020 | $616,000 | +16.2% | 9,014 | +11.1% | 0.07% | +7.7% |
Q2 2020 | $530,000 | +50.1% | 8,115 | +18.5% | 0.06% | +35.4% |
Q1 2020 | $353,000 | -20.7% | 6,847 | +16.5% | 0.05% | -9.4% |
Q4 2019 | $445,000 | +8.3% | 5,877 | -0.4% | 0.05% | +3.9% |
Q3 2019 | $411,000 | +66.4% | 5,899 | +70.8% | 0.05% | +50.0% |
Q2 2019 | $247,000 | +2.9% | 3,453 | +0.7% | 0.03% | 0.0% |
Q1 2019 | $240,000 | +60.0% | 3,430 | +38.7% | 0.03% | +47.8% |
Q4 2018 | $150,000 | -20.2% | 2,473 | +0.1% | 0.02% | +4.5% |
Q3 2018 | $188,000 | +3.3% | 2,471 | 0.0% | 0.02% | +4.8% |
Q2 2018 | $182,000 | +6.4% | 2,471 | 0.0% | 0.02% | +5.0% |
Q1 2018 | $171,000 | -12.3% | 2,471 | -11.6% | 0.02% | -9.1% |
Q4 2017 | $195,000 | +3.7% | 2,795 | 0.0% | 0.02% | +4.8% |
Q3 2017 | $188,000 | +5.0% | 2,795 | 0.0% | 0.02% | +5.0% |
Q2 2017 | $179,000 | +1.7% | 2,795 | 0.0% | 0.02% | +5.3% |
Q1 2017 | $176,000 | +2.3% | 2,795 | 0.0% | 0.02% | -5.0% |
Q4 2016 | $172,000 | +6.8% | 2,795 | +0.0% | 0.02% | +11.1% |
Q3 2016 | $161,000 | +6.6% | 2,794 | 0.0% | 0.02% | +5.9% |
Q2 2016 | $151,000 | +4.1% | 2,794 | 0.0% | 0.02% | 0.0% |
Q1 2016 | $145,000 | +9.0% | 2,794 | +9.1% | 0.02% | +6.2% |
Q4 2015 | $133,000 | +1008.3% | 2,560 | +1013.0% | 0.02% | +1500.0% |
Q3 2015 | $12,000 | -7.7% | 230 | 0.0% | 0.00% | -50.0% |
Q2 2015 | $13,000 | 0.0% | 230 | 0.0% | 0.00% | 0.0% |
Q1 2015 | $13,000 | 0.0% | 230 | 0.0% | 0.00% | 0.0% |
Q4 2014 | $13,000 | +8.3% | 230 | 0.0% | 0.00% | 0.0% |
Q3 2014 | $12,000 | -7.7% | 230 | +0.4% | 0.00% | 0.0% |
Q2 2014 | $13,000 | +8.3% | 229 | 0.0% | 0.00% | 0.0% |
Q1 2014 | $12,000 | – | 229 | – | 0.00% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Strategic Financial Planning, Inc. | 301,624 | $12,647,105 | 11.56% |
MONEYWISE, INC. | 418,944 | $17,566,336 | 11.36% |
Financial Advisors, LLC | 934,943 | $39,202,142 | 9.93% |
RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 712,588 | $29,878,802 | 9.58% |
FIDELIS iM, LLC | 368,904 | $15,468,149 | 9.23% |
Mokosak Advisory Group, LLC | 470,550 | $19,731,715 | 8.41% |
Ascension Capital Advisors, Inc. | 241,825 | $10,139,725 | 7.83% |
MERIDIAN MANAGEMENT CO | 508,516 | $21,322,076 | 6.99% |
Marcum Wealth, LLC | 1,271,131 | $53,298,536 | 6.65% |
Waterford Advisors, LLC | 291,287 | $12,214 | 6.61% |