SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 808 filers reported holding SCHWAB STRATEGIC TR in Q1 2021. The put-call ratio across all filers is 0.43 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,224,665 | -3.9% | 53,710 | +1.6% | 0.38% | -1.8% |
| Q2 2023 | $2,315,573 | +2.7% | 52,867 | -1.7% | 0.39% | +0.3% |
| Q1 2023 | $2,254,877 | +1.3% | 53,777 | -2.2% | 0.39% | -1.5% |
| Q4 2022 | $2,226,614 | +4.0% | 54,965 | -2.9% | 0.40% | -3.2% |
| Q3 2022 | $2,140,000 | -4.4% | 56,625 | -1.4% | 0.41% | +2.2% |
| Q2 2022 | $2,239,000 | -15.7% | 57,437 | +2.5% | 0.40% | -4.8% |
| Q1 2022 | $2,655,000 | -5.2% | 56,059 | +98.5% | 0.42% | -2.6% |
| Q4 2021 | $2,802,000 | -3.6% | 28,242 | -2.7% | 0.43% | -9.3% |
| Q3 2021 | $2,906,000 | -4.6% | 29,027 | -0.7% | 0.48% | -5.0% |
| Q2 2021 | $3,045,000 | +10.6% | 29,228 | +5.8% | 0.50% | +3.7% |
| Q1 2021 | $2,754,000 | +17.0% | 27,630 | +4.5% | 0.48% | +21.1% |
| Q4 2020 | $2,353,000 | +33.8% | 26,434 | +2.7% | 0.40% | +60.5% |
| Q3 2020 | $1,758,000 | +7.5% | 25,728 | +2.8% | 0.25% | -0.4% |
| Q2 2020 | $1,636,000 | +28.3% | 25,036 | +1.2% | 0.25% | +6.0% |
| Q1 2020 | $1,275,000 | -28.3% | 24,748 | +5.3% | 0.24% | -17.5% |
| Q4 2019 | $1,778,000 | +6.2% | 23,512 | +2.5% | 0.28% | +4.8% |
| Q3 2019 | $1,674,000 | +7.0% | 22,937 | +4.7% | 0.27% | -59.1% |
| Q2 2019 | $1,565,000 | +5.0% | 21,900 | +2.7% | 0.66% | -0.6% |
| Q1 2019 | $1,491,000 | +25.4% | 21,323 | +8.8% | 0.67% | +11.9% |
| Q4 2018 | $1,189,000 | -20.4% | 19,596 | -0.1% | 0.60% | -10.7% |
| Q3 2018 | $1,494,000 | +16.4% | 19,609 | +12.4% | 0.67% | +6.5% |
| Q2 2018 | $1,284,000 | +15.4% | 17,448 | +8.3% | 0.63% | +12.7% |
| Q1 2018 | $1,113,000 | -6.0% | 16,107 | -5.1% | 0.56% | -3.8% |
| Q4 2017 | $1,184,000 | +3.5% | 16,981 | +0.0% | 0.58% | +1.6% |
| Q3 2017 | $1,144,000 | +5.4% | 16,980 | +0.0% | 0.57% | +2.3% |
| Q2 2017 | $1,085,000 | +1.5% | 16,979 | +0.0% | 0.56% | -1.9% |
| Q1 2017 | $1,069,000 | +2.4% | 16,978 | 0.0% | 0.57% | +3.1% |
| Q4 2016 | $1,044,000 | – | 16,978 | – | 0.55% | – |
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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% |