SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 908 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is 0.27 and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2023 | $767 | -33.9% | 17,513 | -36.7% | 0.07% | -27.7% |
Q1 2023 | $1,160 | -100.0% | 27,667 | +0.8% | 0.09% | -3.1% |
Q4 2022 | $1,112,250,469 | +99922.5% | 27,456 | -6.6% | 0.10% | -11.0% |
Q3 2022 | $1,112,000 | +96.5% | 29,410 | +46.9% | 0.11% | +91.2% |
Q2 2022 | $566,000 | -69.2% | 20,023 | -48.5% | 0.06% | -63.0% |
Q1 2022 | $1,840,000 | -5.7% | 38,857 | +105.9% | 0.15% | -7.2% |
Q4 2021 | $1,951,000 | -10.4% | 18,869 | -13.2% | 0.17% | -30.8% |
Q3 2021 | $2,177,000 | +1.5% | 21,726 | -1.2% | 0.24% | -20.3% |
Q2 2021 | $2,145,000 | +1.9% | 21,993 | +4.1% | 0.30% | +11.9% |
Q1 2021 | $2,106,000 | +117.8% | 21,125 | +94.1% | 0.27% | +96.4% |
Q4 2020 | $967,000 | +246.6% | 10,883 | +171.9% | 0.14% | +226.2% |
Q3 2020 | $279,000 | +6.1% | 4,003 | -0.4% | 0.04% | -8.7% |
Q2 2020 | $263,000 | +26.4% | 4,018 | -0.4% | 0.05% | +12.2% |
Q1 2020 | $208,000 | -30.7% | 4,034 | +1.6% | 0.04% | -21.2% |
Q4 2019 | $300,000 | +8.7% | 3,971 | +0.5% | 0.05% | -1.9% |
Q3 2019 | $276,000 | -10.4% | 3,951 | -8.2% | 0.05% | -11.7% |
Q2 2019 | $308,000 | +5.5% | 4,305 | +2.9% | 0.06% | -1.6% |
Q1 2019 | $292,000 | +15.0% | 4,182 | 0.0% | 0.06% | -1.6% |
Q4 2018 | $254,000 | -20.4% | 4,182 | 0.0% | 0.06% | -12.7% |
Q3 2018 | $319,000 | +3.2% | 4,182 | -0.5% | 0.07% | -4.1% |
Q2 2018 | $309,000 | – | 4,203 | – | 0.07% | – |
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% |