SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 483 filers reported holding SCHWAB STRATEGIC TR in Q2 2018. The put-call ratio across all filers is 0.59 and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $1,828,534 | -10.5% | 38,536 | -7.2% | 0.14% | -11.1% |
Q1 2024 | $2,043,857 | +4.0% | 41,508 | -0.3% | 0.16% | -3.0% |
Q4 2023 | $1,966,009 | +11.8% | 41,617 | -1.9% | 0.17% | +0.6% |
Q3 2023 | $1,757,788 | -7.1% | 42,438 | -1.8% | 0.17% | -2.4% |
Q2 2023 | $1,892,943 | +3.9% | 43,218 | -0.5% | 0.17% | -1.2% |
Q1 2023 | $1,821,676 | +0.6% | 43,446 | -2.8% | 0.17% | -2.8% |
Q4 2022 | $1,811,310 | +4.1% | 44,713 | -2.8% | 0.18% | -7.3% |
Q3 2022 | $1,740,000 | -2.4% | 46,022 | +0.7% | 0.19% | +1.6% |
Q2 2022 | $1,782,000 | -18.6% | 45,714 | -1.1% | 0.19% | -9.2% |
Q1 2022 | $2,189,000 | -12.6% | 46,211 | +89.0% | 0.21% | -12.3% |
Q4 2021 | $2,504,000 | -0.8% | 24,454 | -3.1% | 0.24% | -8.9% |
Q3 2021 | $2,525,000 | -11.3% | 25,226 | -7.7% | 0.26% | -39.1% |
Q2 2021 | $2,848,000 | -7.9% | 27,339 | -11.9% | 0.42% | -32.6% |
Q1 2021 | $3,093,000 | +8.4% | 31,030 | -3.2% | 0.63% | +5.3% |
Q4 2020 | $2,854,000 | +14.4% | 32,066 | -12.2% | 0.60% | +1.0% |
Q3 2020 | $2,495,000 | -0.6% | 36,514 | -4.9% | 0.59% | -8.8% |
Q2 2020 | $2,509,000 | +27.4% | 38,406 | +0.5% | 0.65% | +10.0% |
Q1 2020 | $1,970,000 | -32.3% | 38,230 | -0.7% | 0.59% | -17.6% |
Q4 2019 | $2,911,000 | +7.7% | 38,487 | -0.7% | 0.72% | +3.9% |
Q3 2019 | $2,704,000 | -2.4% | 38,775 | +0.1% | 0.69% | -1.6% |
Q2 2019 | $2,770,000 | +2.4% | 38,749 | +0.2% | 0.70% | -0.6% |
Q1 2019 | $2,704,000 | +17.8% | 38,670 | +2.3% | 0.70% | +14.6% |
Q4 2018 | $2,295,000 | -21.0% | 37,817 | -0.8% | 0.62% | -17.8% |
Q3 2018 | $2,904,000 | -20.3% | 38,121 | -23.1% | 0.75% | -22.1% |
Q2 2018 | $3,645,000 | +6.8% | 49,545 | +0.4% | 0.96% | +6.5% |
Q1 2018 | $3,412,000 | -9.4% | 49,352 | -8.7% | 0.90% | -2.4% |
Q4 2017 | $3,768,000 | +7.2% | 54,031 | +3.5% | 0.92% | +1.7% |
Q3 2017 | $3,516,000 | +10.0% | 52,194 | +4.4% | 0.91% | +3.4% |
Q2 2017 | $3,197,000 | +1.2% | 50,017 | -2.6% | 0.88% | +2.7% |
Q1 2017 | $3,159,000 | 0.0% | 51,378 | 0.0% | 0.86% | 0.0% |
Q4 2016 | $3,159,000 | +4.9% | 51,378 | -1.8% | 0.86% | -0.7% |
Q3 2016 | $3,012,000 | +11.6% | 52,343 | +4.8% | 0.86% | +15.6% |
Q2 2016 | $2,698,000 | +3.5% | 49,942 | -0.3% | 0.74% | -3.0% |
Q1 2016 | $2,607,000 | -0.3% | 50,100 | -0.2% | 0.77% | +2.0% |
Q4 2015 | $2,614,000 | +1.8% | 50,189 | -0.7% | 0.75% | -33.4% |
Q3 2015 | $2,568,000 | – | 50,552 | – | 1.13% | – |
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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% |