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 | $286,423 | -7.5% | 6,915 | -2.2% | 0.06% | -5.0% |
| Q2 2023 | $309,808 | -35.1% | 7,073 | -37.9% | 0.06% | -39.4% |
| Q1 2023 | $477,575 | +4.5% | 11,390 | +0.9% | 0.10% | -5.7% |
| Q4 2022 | $457,186 | -6.7% | 11,286 | -12.9% | 0.10% | -9.5% |
| Q3 2022 | $490,000 | -13.0% | 12,961 | +0.2% | 0.12% | -1.7% |
| Q2 2022 | $563,000 | +51.3% | 12,935 | +64.5% | 0.12% | +53.2% |
| Q1 2022 | $372,000 | -0.3% | 7,864 | +99.9% | 0.08% | -1.3% |
| Q4 2021 | $373,000 | -4.6% | 3,933 | +0.8% | 0.08% | -11.4% |
| Q3 2021 | $391,000 | -17.7% | 3,902 | -14.4% | 0.09% | -19.3% |
| Q2 2021 | $475,000 | +21.2% | 4,557 | +14.3% | 0.11% | +16.0% |
| Q1 2021 | $392,000 | +26.0% | 3,987 | +30.6% | 0.09% | +19.0% |
| Q4 2020 | $311,000 | +49.5% | 3,052 | +0.1% | 0.08% | +11.3% |
| Q3 2020 | $208,000 | -6.7% | 3,050 | -2.2% | 0.07% | -9.0% |
| Q2 2020 | $223,000 | +9.3% | 3,119 | +15.6% | 0.08% | -2.5% |
| Q4 2019 | $204,000 | -37.6% | 2,699 | -42.4% | 0.08% | -45.6% |
| Q4 2018 | $327,000 | – | 4,685 | – | 0.15% | – |
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% |