SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 581 filers reported holding SCHWAB STRATEGIC TR in Q1 2019. The put-call ratio across all filers is 3.35 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $314,000 | -3.1% | 8,298 | 0.0% | 0.07% | -10.5% |
| Q2 2022 | $324,000 | -23.0% | 8,298 | -6.6% | 0.08% | +13.4% |
| Q1 2022 | $421,000 | -8.3% | 8,884 | +98.4% | 0.07% | +1.5% |
| Q4 2021 | $459,000 | +2.5% | 4,478 | 0.0% | 0.07% | -7.0% |
| Q3 2021 | $448,000 | -4.1% | 4,478 | -0.0% | 0.07% | -13.4% |
| Q2 2021 | $467,000 | +4.9% | 4,480 | +0.4% | 0.08% | -7.9% |
| Q1 2021 | $445,000 | +1.4% | 4,461 | -9.5% | 0.09% | -3.3% |
| Q4 2020 | $439,000 | -8.0% | 4,929 | -29.4% | 0.09% | -17.9% |
| Q3 2020 | $477,000 | -14.1% | 6,986 | -17.7% | 0.11% | -20.6% |
| Q2 2020 | $555,000 | +27.0% | 8,490 | 0.0% | 0.14% | -4.1% |
| Q1 2020 | $437,000 | -21.5% | 8,490 | +15.2% | 0.15% | -36.1% |
| Q4 2019 | $557,000 | +11.6% | 7,368 | +3.0% | 0.23% | +35.3% |
| Q3 2019 | $499,000 | -42.8% | 7,155 | -41.4% | 0.17% | -29.8% |
| Q2 2019 | $872,000 | +2.2% | 12,202 | 0.0% | 0.24% | -5.1% |
| Q1 2019 | $853,000 | +15.3% | 12,202 | 0.0% | 0.26% | -1.5% |
| Q4 2018 | $740,000 | -20.3% | 12,202 | 0.0% | 0.26% | -11.9% |
| Q3 2018 | $929,000 | +3.5% | 12,202 | 0.0% | 0.29% | -5.8% |
| Q2 2018 | $898,000 | +6.4% | 12,202 | 0.0% | 0.31% | +2.0% |
| Q1 2018 | $844,000 | -32.5% | 12,202 | -32.0% | 0.31% | -29.3% |
| Q4 2017 | $1,251,000 | +3.6% | 17,937 | 0.0% | 0.43% | +10.2% |
| Q3 2017 | $1,208,000 | +5.4% | 17,937 | 0.0% | 0.39% | -9.0% |
| Q2 2017 | $1,146,000 | +1.1% | 17,937 | -0.4% | 0.43% | +3.6% |
| Q1 2017 | $1,134,000 | -0.9% | 18,002 | -3.2% | 0.42% | -0.2% |
| Q4 2016 | $1,144,000 | +8.8% | 18,602 | +1.9% | 0.42% | -1.4% |
| Q3 2016 | $1,051,000 | +6.5% | 18,262 | 0.0% | 0.42% | +3.9% |
| Q2 2016 | $987,000 | +3.7% | 18,262 | -0.1% | 0.41% | +11.2% |
| Q1 2016 | $952,000 | -92.3% | 18,288 | -92.3% | 0.37% | -92.0% |
| Q4 2015 | $12,402,000 | +9.4% | 238,105 | +6.7% | 4.62% | -20.5% |
| Q3 2015 | $11,338,000 | -12.4% | 223,235 | -0.9% | 5.80% | +21.9% |
| Q2 2015 | $12,944,000 | -1.3% | 225,190 | -1.1% | 4.76% | -2.5% |
| Q1 2015 | $13,109,000 | -20.9% | 227,658 | -24.3% | 4.88% | -32.0% |
| Q4 2014 | $16,571,000 | +29.6% | 300,635 | +20.8% | 7.18% | -9.0% |
| Q3 2014 | $12,787,000 | -6.3% | 248,774 | -0.1% | 7.89% | -7.1% |
| Q2 2014 | $13,652,000 | -63.4% | 249,073 | -63.5% | 8.49% | -67.7% |
| Q1 2014 | $37,291,000 | +5.2% | 682,986 | +1.1% | 26.25% | +2.0% |
| Q4 2013 | $35,461,000 | – | 675,440 | – | 25.74% | – |
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% |