SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 336 filers reported holding SCHWAB STRATEGIC TR in Q2 2017. The put-call ratio across all filers is 0.36 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $634,682 | -10.1% | 15,323 | -4.9% | 0.02% | -10.5% |
| Q2 2023 | $705,777 | -10.8% | 16,114 | -14.6% | 0.02% | -13.6% |
| Q1 2023 | $791,529 | +0.2% | 18,877 | -3.2% | 0.02% | -8.3% |
| Q4 2022 | $790,086 | +7.1% | 19,503 | -0.1% | 0.02% | -7.7% |
| Q3 2022 | $738,000 | -7.4% | 19,527 | -4.5% | 0.03% | -3.7% |
| Q2 2022 | $797,000 | -14.1% | 20,451 | +4.4% | 0.03% | 0.0% |
| Q1 2022 | $928,000 | -3.4% | 19,590 | +108.6% | 0.03% | -3.6% |
| Q4 2021 | $961,000 | +9.0% | 9,389 | +6.6% | 0.03% | 0.0% |
| Q3 2021 | $882,000 | -61.3% | 8,808 | -59.7% | 0.03% | -61.1% |
| Q2 2021 | $2,277,000 | +6.0% | 21,856 | +1.3% | 0.07% | -10.0% |
| Q1 2021 | $2,149,000 | +20.7% | 21,565 | +7.8% | 0.08% | +12.7% |
| Q4 2020 | $1,781,000 | -27.4% | 20,007 | -44.3% | 0.07% | -38.3% |
| Q3 2020 | $2,454,000 | -10.8% | 35,926 | -14.7% | 0.12% | -23.8% |
| Q2 2020 | $2,752,000 | +26.8% | 42,123 | -0.0% | 0.15% | +6.3% |
| Q1 2020 | $2,171,000 | -36.2% | 42,137 | -6.3% | 0.14% | -20.7% |
| Q4 2019 | $3,401,000 | +26.2% | 44,966 | +19.3% | 0.18% | +8.5% |
| Q3 2019 | $2,695,000 | 0.0% | 37,705 | 0.0% | 0.16% | 0.0% |
| Q2 2019 | $2,695,000 | +81.7% | 37,705 | +77.8% | 0.16% | +58.7% |
| Q1 2019 | $1,483,000 | +35.3% | 21,206 | +17.4% | 0.10% | +8.3% |
| Q4 2018 | $1,096,000 | +29.6% | 18,069 | +62.7% | 0.10% | +54.8% |
| Q3 2018 | $846,000 | +2.5% | 11,109 | +2.1% | 0.06% | -1.6% |
| Q2 2018 | $825,000 | +55.4% | 10,879 | +41.6% | 0.06% | +50.0% |
| Q1 2018 | $531,000 | +1.3% | 7,681 | +2.2% | 0.04% | -8.7% |
| Q4 2017 | $524,000 | +163.3% | 7,512 | +154.8% | 0.05% | +100.0% |
| Q3 2017 | $199,000 | +15.7% | 2,948 | +9.4% | 0.02% | +4.5% |
| Q2 2017 | $172,000 | +21.1% | 2,694 | +19.7% | 0.02% | +4.8% |
| Q1 2017 | $142,000 | +178.4% | 2,251 | +151.8% | 0.02% | +110.0% |
| Q3 2016 | $51,000 | +41.7% | 894 | +33.6% | 0.01% | +25.0% |
| Q2 2016 | $36,000 | +80.0% | 669 | +72.0% | 0.01% | +60.0% |
| Q1 2016 | $20,000 | +900.0% | 389 | +826.2% | 0.01% | +400.0% |
| Q4 2015 | $2,000 | -71.4% | 42 | -70.4% | 0.00% | -50.0% |
| Q3 2015 | $7,000 | -12.5% | 142 | 0.0% | 0.00% | 0.0% |
| Q2 2015 | $8,000 | – | 142 | – | 0.00% | – |
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% |