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 | $7,738 | -53.0% | 187 | -50.3% | 0.00% | -50.0% |
Q2 2023 | $16,469 | +180.6% | 376 | +168.6% | 0.00% | +100.0% |
Q1 2023 | $5,870 | -42.5% | 140 | -44.4% | 0.00% | 0.0% |
Q4 2022 | $10,209 | +13.4% | 252 | 0.0% | 0.00% | 0.0% |
Q3 2022 | $9,000 | 0.0% | 252 | 0.0% | 0.00% | 0.0% |
Q2 2022 | $9,000 | -25.0% | 252 | 0.0% | 0.00% | 0.0% |
Q1 2022 | $12,000 | -80.3% | 252 | -58.0% | 0.00% | -85.7% |
Q4 2021 | $61,000 | -25.6% | 600 | -26.8% | 0.01% | -30.0% |
Q3 2021 | $82,000 | +36.7% | 820 | +43.4% | 0.01% | +25.0% |
Q2 2021 | $60,000 | 0.0% | 572 | -4.7% | 0.01% | -27.3% |
Q1 2021 | $60,000 | +13.2% | 600 | 0.0% | 0.01% | 0.0% |
Q4 2020 | $53,000 | +120.8% | 600 | +70.0% | 0.01% | +83.3% |
Q3 2020 | $24,000 | +4.3% | 353 | 0.0% | 0.01% | 0.0% |
Q2 2020 | $23,000 | -14.8% | 353 | -33.5% | 0.01% | -14.3% |
Q1 2020 | $27,000 | -64.5% | 531 | -46.5% | 0.01% | -61.1% |
Q4 2019 | $76,000 | +10.1% | 993 | +0.4% | 0.02% | +5.9% |
Q3 2019 | $69,000 | -8.0% | 989 | -6.4% | 0.02% | -15.0% |
Q2 2019 | $75,000 | +1.4% | 1,057 | 0.0% | 0.02% | 0.0% |
Q1 2019 | $74,000 | +42.3% | 1,057 | +23.6% | 0.02% | +33.3% |
Q4 2018 | $52,000 | -20.0% | 855 | +0.6% | 0.02% | -48.3% |
Q3 2018 | $65,000 | +4.8% | 850 | +0.6% | 0.03% | 0.0% |
Q2 2018 | $62,000 | -51.2% | 845 | -54.0% | 0.03% | -52.5% |
Q1 2018 | $127,000 | -23.0% | 1,838 | -22.4% | 0.06% | -33.7% |
Q4 2017 | $165,000 | +358.3% | 2,369 | +345.3% | 0.09% | +318.2% |
Q3 2017 | $36,000 | +5.9% | 532 | +0.2% | 0.02% | 0.0% |
Q2 2017 | $34,000 | +3.0% | 531 | +0.4% | 0.02% | 0.0% |
Q1 2017 | $33,000 | -89.4% | 529 | -89.6% | 0.02% | -89.6% |
Q4 2016 | $312,000 | +6.8% | 5,076 | +0.1% | 0.21% | +8.8% |
Q3 2016 | $292,000 | +6.6% | 5,073 | +0.0% | 0.19% | -1.5% |
Q2 2016 | $274,000 | +3.8% | 5,071 | +0.0% | 0.20% | +1.0% |
Q1 2016 | $264,000 | 0.0% | 5,070 | +0.1% | 0.20% | +1.0% |
Q4 2015 | $264,000 | +2.7% | 5,067 | +0.0% | 0.19% | +1.6% |
Q3 2015 | $257,000 | +2041.7% | 5,065 | +2255.8% | 0.19% | +2011.1% |
Q2 2015 | $12,000 | -7.7% | 215 | -4.0% | 0.01% | -10.0% |
Q1 2015 | $13,000 | +8.3% | 224 | +3.7% | 0.01% | +11.1% |
Q4 2014 | $12,000 | +9.1% | 216 | +0.5% | 0.01% | +12.5% |
Q3 2014 | $11,000 | -15.4% | 215 | -14.0% | 0.01% | -20.0% |
Q2 2014 | $13,000 | -74.0% | 250 | -73.2% | 0.01% | -73.0% |
Q1 2014 | $50,000 | +127.3% | 932 | +123.5% | 0.04% | +105.6% |
Q4 2013 | $22,000 | – | 417 | – | 0.02% | – |
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% |