SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 508 filers reported holding SCHWAB STRATEGIC TR in Q3 2018. The put-call ratio across all filers is 0.92 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $240,236 | -5.4% | 5,800 | 0.0% | 0.18% | +3.4% |
| Q2 2023 | $254,040 | +4.5% | 5,800 | 0.0% | 0.18% | +1.7% |
| Q1 2023 | $243,194 | +3.5% | 5,800 | 0.0% | 0.17% | +0.6% |
| Q4 2022 | $234,958 | +7.3% | 5,800 | 0.0% | 0.17% | +5.6% |
| Q3 2022 | $219,000 | -3.1% | 5,800 | 0.0% | 0.16% | 0.0% |
| Q2 2022 | $226,000 | -17.8% | 5,800 | 0.0% | 0.16% | -4.1% |
| Q1 2022 | $275,000 | -7.4% | 5,800 | +100.0% | 0.17% | 0.0% |
| Q4 2021 | $297,000 | +2.4% | 2,900 | 0.0% | 0.17% | -6.6% |
| Q3 2021 | $290,000 | 0.0% | 2,900 | 0.0% | 0.18% | +0.6% |
| Q2 2021 | $290,000 | +5.8% | 2,900 | +5.5% | 0.18% | -5.8% |
| Q1 2021 | $274,000 | +11.8% | 2,750 | 0.0% | 0.19% | +5.5% |
| Q4 2020 | $245,000 | +18.9% | 2,750 | -1.6% | 0.18% | -16.2% |
| Q2 2018 | $206,000 | -6.4% | 2,795 | -11.6% | 0.22% | -3.1% |
| Q4 2017 | $220,000 | +3.3% | 3,160 | 0.0% | 0.22% | +4.2% |
| Q3 2017 | $213,000 | +5.4% | 3,160 | 0.0% | 0.21% | +7.0% |
| Q2 2017 | $202,000 | -4.3% | 3,160 | -24.0% | 0.20% | -13.4% |
| Q3 2015 | $211,000 | -11.7% | 4,160 | 0.0% | 0.23% | -4.9% |
| Q2 2015 | $239,000 | -0.4% | 4,160 | 0.0% | 0.24% | -1.2% |
| Q1 2015 | $240,000 | +4.8% | 4,160 | 0.0% | 0.25% | +18.3% |
| Q4 2014 | $229,000 | – | 4,160 | – | 0.21% | – |
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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% |