SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 630 filers reported holding SCHWAB STRATEGIC TR in Q1 2020. The put-call ratio across all filers is 0.97 and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $239,043 | -8.5% | 5,801 | -0.4% | 0.02% | -11.1% |
Q2 2023 | $261,349 | +7.1% | 5,823 | +0.1% | 0.02% | 0.0% |
Q1 2023 | $244,032 | -3.9% | 5,820 | -7.2% | 0.02% | -10.0% |
Q4 2022 | $254,027 | +4133.8% | 6,271 | +3998.7% | 0.02% | +1900.0% |
Q3 2022 | $6,000 | 0.0% | 153 | +1.3% | 0.00% | 0.0% |
Q2 2022 | $6,000 | -14.3% | 151 | +0.7% | 0.00% | 0.0% |
Q1 2022 | $7,000 | +133.3% | 150 | +417.2% | 0.00% | – |
Q4 2021 | $3,000 | -88.5% | 29 | -88.9% | 0.00% | -100.0% |
Q3 2021 | $26,000 | -35.0% | 261 | -32.2% | 0.00% | -25.0% |
Q2 2021 | $40,000 | +5.3% | 385 | +0.3% | 0.00% | -33.3% |
Q1 2021 | $38,000 | +40.7% | 384 | +28.4% | 0.01% | +20.0% |
Q4 2020 | $27,000 | +35.0% | 299 | +2.4% | 0.01% | +25.0% |
Q3 2020 | $20,000 | -4.8% | 292 | 0.0% | 0.00% | -20.0% |
Q2 2020 | $21,000 | -62.5% | 292 | -70.9% | 0.01% | -66.7% |
Q1 2020 | $56,000 | -28.2% | 1,005 | -1.5% | 0.02% | -16.7% |
Q4 2019 | $78,000 | – | 1,020 | – | 0.02% | – |
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% |