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 | $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% | – |
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% |