SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 829 filers reported holding SCHWAB STRATEGIC TR in Q2 2021. The put-call ratio across all filers is 0.25 and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $555,084 | -5.7% | 13,401 | -0.3% | 0.09% | -24.6% |
Q2 2023 | $588,614 | +4.3% | 13,439 | -0.1% | 0.12% | -4.1% |
Q1 2023 | $564,260 | +0.1% | 13,457 | -3.3% | 0.12% | -9.6% |
Q4 2022 | $563,665 | +4.0% | 13,914 | -3.0% | 0.14% | -9.3% |
Q3 2022 | $542,000 | -5.6% | 14,337 | -2.5% | 0.15% | +26.1% |
Q2 2022 | $574,000 | -17.1% | 14,712 | +0.6% | 0.12% | -29.2% |
Q1 2022 | $692,000 | -8.1% | 14,622 | +98.7% | 0.17% | +1.2% |
Q4 2021 | $753,000 | -12.4% | 7,357 | -14.4% | 0.17% | -30.0% |
Q3 2021 | $860,000 | -4.1% | 8,594 | -0.2% | 0.24% | -16.8% |
Q2 2021 | $897,000 | +59.6% | 8,610 | +48.2% | 0.28% | 0.0% |
Q1 2021 | $562,000 | – | 5,809 | – | 0.28% | – |
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% |