SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 850 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is 0.20 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,962,938 | -6.1% | 47,391 | -0.7% | 0.41% | -3.0% |
| Q2 2023 | $2,090,969 | -9.5% | 47,739 | -13.4% | 0.43% | -13.4% |
| Q1 2023 | $2,310,847 | -14.7% | 55,112 | -17.6% | 0.49% | -20.1% |
| Q4 2022 | $2,708,458 | -22.3% | 66,859 | -27.5% | 0.62% | -35.5% |
| Q3 2022 | $3,485,000 | -14.4% | 92,197 | -11.6% | 0.96% | -12.6% |
| Q2 2022 | $4,069,000 | +22.1% | 104,352 | +48.3% | 1.09% | -27.8% |
| Q1 2022 | $3,332,000 | -42.7% | 70,358 | +24.0% | 1.52% | -7.4% |
| Q4 2021 | $5,812,000 | -5.8% | 56,754 | -8.0% | 1.64% | -21.1% |
| Q3 2021 | $6,172,000 | -6.3% | 61,656 | -2.4% | 2.08% | -13.2% |
| Q2 2021 | $6,584,000 | +5.1% | 63,203 | +0.6% | 2.39% | -11.6% |
| Q1 2021 | $6,264,000 | -8.4% | 62,849 | -18.2% | 2.71% | -12.2% |
| Q4 2020 | $6,840,000 | +17.1% | 76,850 | -10.1% | 3.08% | +2.0% |
| Q3 2020 | $5,841,000 | +2.3% | 85,501 | -2.1% | 3.02% | -3.9% |
| Q2 2020 | $5,709,000 | +17.1% | 87,372 | -7.7% | 3.14% | -1.1% |
| Q1 2020 | $4,876,000 | -23.4% | 94,643 | +12.5% | 3.18% | -3.1% |
| Q4 2019 | $6,362,000 | +5.5% | 84,109 | -2.7% | 3.28% | +0.6% |
| Q3 2019 | $6,030,000 | -4.2% | 86,477 | -1.8% | 3.26% | -4.8% |
| Q2 2019 | $6,296,000 | +1.1% | 88,086 | -1.1% | 3.43% | -0.9% |
| Q1 2019 | $6,226,000 | +15.9% | 89,039 | +0.5% | 3.46% | +2.9% |
| Q4 2018 | $5,373,000 | -7.3% | 88,554 | +16.4% | 3.36% | +4.3% |
| Q3 2018 | $5,793,000 | -3.3% | 76,049 | -6.6% | 3.22% | -7.4% |
| Q2 2018 | $5,991,000 | +4.1% | 81,430 | -2.2% | 3.48% | +1.9% |
| Q1 2018 | $5,754,000 | -0.8% | 83,237 | +0.0% | 3.42% | +1.6% |
| Q4 2017 | $5,802,000 | -1.0% | 83,198 | -4.3% | 3.36% | -5.8% |
| Q3 2017 | $5,860,000 | +4.0% | 86,978 | -1.3% | 3.57% | -7.0% |
| Q2 2017 | $5,634,000 | -1.4% | 88,163 | -2.8% | 3.84% | -4.7% |
| Q1 2017 | $5,712,000 | -4.3% | 90,695 | -6.6% | 4.03% | -9.1% |
| Q4 2016 | $5,969,000 | +3.1% | 97,085 | -3.5% | 4.43% | +0.8% |
| Q3 2016 | $5,788,000 | +4.6% | 100,578 | -1.8% | 4.40% | -2.7% |
| Q2 2016 | $5,536,000 | -49.4% | 102,460 | -51.3% | 4.52% | -0.3% |
| Q1 2016 | $10,950,000 | +113.1% | 210,428 | +113.3% | 4.53% | +2.7% |
| Q4 2015 | $5,138,000 | – | 98,652 | – | 4.41% | – |
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% |