SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 105 filers reported holding SCHWAB STRATEGIC TR in Q3 2013. The put-call ratio across all filers is 1.82 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $27,594 | +4.5% | 630 | 0.0% | 0.00% | -20.0% |
| Q1 2023 | $26,416 | +3.5% | 630 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $25,521 | +6.3% | 630 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $24,000 | -4.0% | 630 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $25,000 | -16.7% | 630 | -1.6% | 0.01% | -16.7% |
| Q1 2022 | $30,000 | -6.2% | 640 | +103.2% | 0.01% | 0.0% |
| Q4 2021 | $32,000 | 0.0% | 315 | 0.0% | 0.01% | -14.3% |
| Q3 2021 | $32,000 | -3.0% | 315 | 0.0% | 0.01% | -12.5% |
| Q2 2021 | $33,000 | +6.5% | 315 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $31,000 | +10.7% | 315 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $28,000 | +27.3% | 315 | 0.0% | 0.01% | +14.3% |
| Q3 2020 | $22,000 | +4.8% | 315 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $21,000 | -12.5% | 315 | 0.0% | 0.01% | -12.5% |
| Q1 2020 | $24,000 | 0.0% | 315 | 0.0% | 0.01% | 0.0% |
| Q4 2019 | $24,000 | +9.1% | 315 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $22,000 | -4.3% | 315 | 0.0% | 0.01% | -11.1% |
| Q2 2019 | $23,000 | +4.5% | 315 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $22,000 | +15.8% | 315 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $19,000 | -20.8% | 315 | 0.0% | 0.01% | -10.0% |
| Q3 2018 | $24,000 | +4.3% | 315 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $23,000 | +4.5% | 315 | 0.0% | 0.01% | +11.1% |
| Q1 2018 | $22,000 | 0.0% | 315 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $22,000 | +4.8% | 315 | 0.0% | 0.01% | 0.0% |
| Q3 2017 | $21,000 | +5.0% | 315 | 0.0% | 0.01% | 0.0% |
| Q2 2017 | $20,000 | 0.0% | 315 | 0.0% | 0.01% | 0.0% |
| Q1 2017 | $20,000 | +5.3% | 315 | 0.0% | 0.01% | 0.0% |
| Q4 2016 | $19,000 | +5.6% | 315 | 0.0% | 0.01% | 0.0% |
| Q3 2016 | $18,000 | +5.9% | 315 | 0.0% | 0.01% | 0.0% |
| Q2 2016 | $17,000 | +6.2% | 315 | 0.0% | 0.01% | 0.0% |
| Q1 2016 | $16,000 | 0.0% | 315 | 0.0% | 0.01% | 0.0% |
| Q4 2015 | $16,000 | 0.0% | 315 | 0.0% | 0.01% | -10.0% |
| Q3 2015 | $16,000 | -11.1% | 315 | 0.0% | 0.01% | -9.1% |
| Q2 2015 | $18,000 | 0.0% | 315 | 0.0% | 0.01% | 0.0% |
| Q1 2015 | $18,000 | +5.9% | 315 | 0.0% | 0.01% | 0.0% |
| Q4 2014 | $17,000 | +6.2% | 315 | 0.0% | 0.01% | 0.0% |
| Q3 2014 | $16,000 | -5.9% | 315 | 0.0% | 0.01% | -8.3% |
| Q2 2014 | $17,000 | 0.0% | 315 | 0.0% | 0.01% | -7.7% |
| Q1 2014 | $17,000 | -50.0% | 315 | -50.0% | 0.01% | 0.0% |
| Q4 2013 | $34,000 | +126.7% | 630 | +100.0% | 0.01% | +8.3% |
| Q3 2013 | $15,000 | – | 315 | – | 0.01% | – |
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% |