SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 827 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is 0.56 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $724,229 | -6.9% | 17,485 | -1.6% | 0.61% | -2.5% |
| Q2 2023 | $778,107 | +3.4% | 17,765 | -1.0% | 0.63% | +3.1% |
| Q1 2023 | $752,350 | -19.1% | 17,943 | -21.8% | 0.61% | -18.0% |
| Q4 2022 | $929,583 | -5.2% | 22,947 | -11.6% | 0.74% | -12.7% |
| Q3 2022 | $981,000 | -3.7% | 25,960 | -0.6% | 0.85% | +0.6% |
| Q2 2022 | $1,019,000 | +16.2% | 26,126 | +41.1% | 0.85% | +34.6% |
| Q1 2022 | $877,000 | -6.7% | 18,515 | +101.6% | 0.63% | -0.2% |
| Q4 2021 | $940,000 | -1.9% | 9,183 | -4.0% | 0.63% | +4.8% |
| Q3 2021 | $958,000 | -8.8% | 9,567 | -5.1% | 0.60% | -1.0% |
| Q2 2021 | $1,050,000 | -1.6% | 10,083 | -5.8% | 0.61% | -13.0% |
| Q1 2021 | $1,067,000 | -3.9% | 10,704 | -14.2% | 0.70% | -11.4% |
| Q4 2020 | $1,110,000 | +25.6% | 12,477 | -3.6% | 0.79% | +17.6% |
| Q3 2020 | $884,000 | +4.7% | 12,944 | +0.2% | 0.67% | +6.3% |
| Q2 2020 | $844,000 | +56.6% | 12,914 | +81.1% | 0.63% | +104.2% |
| Q4 2019 | $539,000 | +9.8% | 7,130 | +1.2% | 0.31% | +7.7% |
| Q3 2019 | $491,000 | 0.0% | 7,046 | +2.6% | 0.29% | -0.7% |
| Q2 2019 | $491,000 | -2.0% | 6,869 | -4.1% | 0.29% | -12.7% |
| Q1 2019 | $501,000 | -22.3% | 7,159 | -32.6% | 0.33% | -31.2% |
| Q4 2018 | $645,000 | – | 10,624 | – | 0.48% | – |
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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% |