SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 697 filers reported holding SCHWAB STRATEGIC TR in Q4 2019. The put-call ratio across all filers is 1.60 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $2,924 | -99.9% | 72,180 | -31.9% | 0.29% | -32.6% |
| Q3 2022 | $4,008,000 | -4.2% | 106,036 | -1.1% | 0.43% | 0.0% |
| Q2 2022 | $4,182,000 | -26.1% | 107,259 | -10.2% | 0.43% | -8.8% |
| Q1 2022 | $5,659,000 | +0.7% | 119,500 | +117.8% | 0.47% | +7.8% |
| Q4 2021 | $5,620,000 | +633.7% | 54,875 | +617.2% | 0.43% | +207.8% |
| Q3 2021 | $766,000 | -4.6% | 7,651 | -0.8% | 0.14% | +35.6% |
| Q2 2021 | $803,000 | +26.1% | 7,710 | +20.7% | 0.10% | +8.3% |
| Q1 2021 | $637,000 | -62.7% | 6,386 | -66.7% | 0.10% | -61.8% |
| Q4 2020 | $1,708,000 | +26.4% | 19,184 | -3.0% | 0.25% | +12.6% |
| Q3 2020 | $1,351,000 | -2.2% | 19,785 | -6.4% | 0.22% | -11.9% |
| Q2 2020 | $1,381,000 | +19.6% | 21,139 | -5.7% | 0.25% | -4.5% |
| Q1 2020 | $1,155,000 | -60.9% | 22,419 | -42.7% | 0.26% | -46.6% |
| Q4 2019 | $2,957,000 | -4.6% | 39,093 | -12.0% | 0.50% | -6.4% |
| Q3 2019 | $3,098,000 | +109.2% | 44,433 | +114.5% | 0.53% | +63.1% |
| Q2 2019 | $1,481,000 | +39.7% | 20,713 | +36.6% | 0.32% | +24.5% |
| Q1 2019 | $1,060,000 | +41.7% | 15,160 | +22.7% | 0.26% | +18.6% |
| Q4 2018 | $748,000 | +1.2% | 12,356 | +27.2% | 0.22% | +21.5% |
| Q3 2018 | $739,000 | +198.0% | 9,714 | +187.8% | 0.18% | +174.2% |
| Q2 2018 | $248,000 | -23.2% | 3,375 | -27.8% | 0.07% | -34.0% |
| Q1 2018 | $323,000 | – | 4,677 | – | 0.10% | – |
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% |