SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 637 filers reported holding SCHWAB STRATEGIC TR in Q1 2020. The put-call ratio across all filers is 0.97 and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2023 | $3,777,424 | +40.6% | 79,962 | +23.3% | 0.05% | +23.8% |
Q3 2023 | $2,686,915 | +76.2% | 64,870 | +86.3% | 0.04% | +75.0% |
Q2 2023 | $1,525,072 | +6.8% | 34,819 | +2.2% | 0.02% | 0.0% |
Q1 2023 | $1,427,926 | +15.0% | 34,055 | +11.1% | 0.02% | +4.3% |
Q4 2022 | $1,241,469 | +34.6% | 30,646 | +25.7% | 0.02% | -4.2% |
Q3 2022 | $922,000 | +11.5% | 24,384 | +14.9% | 0.02% | +26.3% |
Q2 2022 | $827,000 | -20.9% | 21,223 | -3.8% | 0.02% | -9.5% |
Q1 2022 | $1,045,000 | -9.5% | 22,062 | +95.7% | 0.02% | -8.7% |
Q4 2021 | $1,155,000 | +28.9% | 11,276 | +26.0% | 0.02% | +35.3% |
Q3 2021 | $896,000 | -3.3% | 8,952 | +0.6% | 0.02% | -22.7% |
Q2 2021 | $927,000 | +62.1% | 8,895 | +55.0% | 0.02% | +37.5% |
Q1 2021 | $572,000 | +86.3% | 5,738 | +66.5% | 0.02% | +60.0% |
Q4 2020 | $307,000 | +23.3% | 3,446 | +5.5% | 0.01% | -9.1% |
Q4 2019 | $249,000 | +96.1% | 3,266 | +80.1% | 0.01% | +83.3% |
Q1 2019 | $127,000 | -65.6% | 1,813 | -62.3% | 0.01% | -66.7% |
Q3 2018 | $369,000 | +24.2% | 4,814 | +19.0% | 0.02% | +5.9% |
Q2 2018 | $297,000 | +10.8% | 4,046 | +5.3% | 0.02% | +6.2% |
Q1 2018 | $268,000 | +5.1% | 3,841 | +5.1% | 0.02% | 0.0% |
Q4 2017 | $255,000 | +3.7% | 3,654 | 0.0% | 0.02% | +6.7% |
Q3 2017 | $246,000 | +7.0% | 3,654 | +1.1% | 0.02% | +7.1% |
Q2 2017 | $230,000 | +4.1% | 3,616 | +2.7% | 0.01% | -6.7% |
Q1 2017 | $221,000 | -60.6% | 3,520 | -66.2% | 0.02% | -65.9% |
Q2 2016 | $561,000 | +49.2% | 10,399 | +44.2% | 0.04% | +41.9% |
Q1 2016 | $376,000 | – | 7,211 | – | 0.03% | – |
Download |
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% |