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 | $117,805 | -13.8% | 2,844 | -8.8% | 0.01% | -14.3% |
| Q2 2023 | $136,638 | -13.0% | 3,120 | -16.7% | 0.01% | -26.3% |
| Q1 2023 | $157,024 | -14.9% | 3,745 | -17.7% | 0.02% | -13.6% |
| Q4 2022 | $184,411 | -51.6% | 4,552 | -54.8% | 0.02% | -55.1% |
| Q3 2022 | $381,000 | -4.0% | 10,080 | -1.0% | 0.05% | +2.1% |
| Q2 2022 | $397,000 | -17.1% | 10,179 | +0.6% | 0.05% | -7.7% |
| Q1 2022 | $479,000 | -15.8% | 10,115 | +82.0% | 0.05% | -22.4% |
| Q4 2021 | $569,000 | -0.5% | 5,557 | -2.8% | 0.07% | -6.9% |
| Q3 2021 | $572,000 | -28.6% | 5,718 | -25.6% | 0.07% | -28.7% |
| Q2 2021 | $801,000 | -31.9% | 7,686 | -34.9% | 0.10% | -39.2% |
| Q1 2021 | $1,176,000 | +0.3% | 11,799 | -10.5% | 0.17% | -4.6% |
| Q4 2020 | $1,173,000 | +28.8% | 13,179 | -1.2% | 0.17% | +1.8% |
| Q3 2020 | $911,000 | -0.1% | 13,335 | -4.5% | 0.17% | -7.6% |
| Q2 2020 | $912,000 | -22.6% | 13,960 | -39.0% | 0.18% | -35.8% |
| Q1 2020 | $1,178,000 | +71.2% | 22,868 | +151.2% | 0.29% | +56.5% |
| Q4 2019 | $688,000 | +6.5% | 9,102 | -1.8% | 0.18% | +2.2% |
| Q3 2019 | $646,000 | -2.3% | 9,271 | +0.1% | 0.18% | -10.4% |
| Q2 2019 | $661,000 | -6.4% | 9,264 | -8.2% | 0.20% | -23.6% |
| Q1 2019 | $706,000 | +20.7% | 10,093 | +4.6% | 0.26% | +5.2% |
| Q4 2018 | $585,000 | -19.3% | 9,648 | +1.3% | 0.25% | -26.5% |
| Q3 2018 | $725,000 | -0.4% | 9,521 | -3.7% | 0.34% | -6.6% |
| Q2 2018 | $728,000 | +6.6% | 9,891 | +0.2% | 0.36% | -4.5% |
| Q1 2018 | $683,000 | +25.6% | 9,873 | +26.6% | 0.38% | +19.4% |
| Q4 2017 | $544,000 | -19.5% | 7,797 | -22.3% | 0.32% | -23.1% |
| Q3 2017 | $676,000 | -28.8% | 10,039 | -32.4% | 0.42% | -33.7% |
| Q2 2017 | $950,000 | +25.3% | 14,857 | +23.4% | 0.63% | +12.6% |
| Q1 2017 | $758,000 | +2.6% | 12,036 | +0.1% | 0.56% | -13.1% |
| Q4 2016 | $739,000 | – | 12,028 | – | 0.64% | – |
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% |