SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 362 filers reported holding SCHWAB STRATEGIC TR in Q3 2017. The put-call ratio across all filers is 0.83 and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2021 | $52,000 | +15.6% | 511 | +13.3% | 0.00% | 0.0% |
Q3 2021 | $45,000 | -2.2% | 451 | 0.0% | 0.00% | 0.0% |
Q2 2021 | $46,000 | +4.5% | 451 | 0.0% | 0.00% | 0.0% |
Q1 2021 | $44,000 | +4.8% | 451 | -5.8% | 0.00% | 0.0% |
Q4 2020 | $42,000 | -34.4% | 479 | -49.4% | 0.00% | -40.0% |
Q3 2020 | $64,000 | +357.1% | 946 | +332.0% | 0.01% | +400.0% |
Q2 2020 | $14,000 | +27.3% | 219 | 0.0% | 0.00% | 0.0% |
Q1 2020 | $11,000 | -31.2% | 219 | 0.0% | 0.00% | 0.0% |
Q4 2019 | $16,000 | -50.0% | 219 | -53.6% | 0.00% | -66.7% |
Q3 2019 | $32,000 | -63.6% | 472 | -62.0% | 0.00% | -62.5% |
Q2 2019 | $88,000 | +388.9% | 1,242 | +358.3% | 0.01% | +300.0% |
Q1 2019 | $18,000 | – | 271 | +1984.6% | 0.00% | – |
Q4 2018 | $0 | – | 13 | +85.7% | 0.00% | – |
Q3 2018 | $0 | – | 7 | 0.0% | 0.00% | – |
Q2 2018 | $0 | – | 7 | 0.0% | 0.00% | – |
Q1 2018 | $0 | – | 7 | 0.0% | 0.00% | – |
Q4 2017 | $0 | – | 7 | 0.0% | 0.00% | – |
Q3 2017 | $0 | – | 7 | 0.0% | 0.00% | – |
Q2 2017 | $0 | – | 7 | 0.0% | 0.00% | – |
Q1 2017 | $0 | – | 7 | 0.0% | 0.00% | – |
Q4 2016 | $0 | – | 7 | 0.0% | 0.00% | – |
Q3 2016 | $0 | – | 7 | 0.0% | 0.00% | – |
Q2 2016 | $0 | – | 7 | +75.0% | 0.00% | – |
Q3 2015 | $0 | – | 4 | 0.0% | 0.00% | – |
Q2 2015 | $0 | – | 4 | 0.0% | 0.00% | – |
Q3 2014 | $0 | – | 4 | 0.0% | 0.00% | – |
Q2 2014 | $0 | – | 4 | 0.0% | 0.00% | – |
Q1 2014 | $0 | – | 4 | 0.0% | 0.00% | – |
Q4 2013 | $0 | – | 4 | 0.0% | 0.00% | – |
Q3 2013 | $0 | – | 4 | 0.0% | 0.00% | – |
Q2 2013 | $0 | – | 4 | – | 0.00% | – |
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% |