SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 510 filers reported holding SCHWAB STRATEGIC TR in Q3 2018. The put-call ratio across all filers is 0.92 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $67,540 | +0.4% | 1,542 | -3.9% | 0.14% | +7.4% |
| Q1 2023 | $67,256 | +3.5% | 1,604 | 0.0% | 0.14% | -7.5% |
| Q4 2022 | $64,978 | -95.0% | 1,604 | -87.5% | 0.15% | -72.6% |
| Q2 2021 | $1,311,000 | -2.0% | 12,881 | -3.8% | 0.53% | +27.9% |
| Q1 2021 | $1,338,000 | +54.0% | 13,386 | +18.1% | 0.42% | +31.2% |
| Q4 2019 | $869,000 | +14.6% | 11,330 | +8.4% | 0.32% | +5.0% |
| Q3 2019 | $758,000 | +17.5% | 10,453 | +16.1% | 0.30% | +3.1% |
| Q2 2019 | $645,000 | -82.2% | 9,004 | -79.7% | 0.29% | -83.4% |
| Q4 2018 | $3,617,000 | +7.0% | 44,444 | 0.0% | 1.76% | +14.9% |
| Q2 2018 | $3,380,000 | +1320.2% | 44,444 | +1161.5% | 1.53% | +1267.9% |
| Q4 2017 | $238,000 | – | 3,523 | – | 0.11% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Strategic Financial Planning, Inc. | 301,624 | $12,647,105 | 11.56% |
| MONEYWISE, INC. | 418,944 | $17,566,336 | 11.36% |
| Financial Advisors, LLC | 934,943 | $39,202,142 | 9.93% |
| RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 712,588 | $29,878,802 | 9.58% |
| FIDELIS iM, LLC | 368,904 | $15,468,149 | 9.23% |
| Mokosak Advisory Group, LLC | 470,550 | $19,731,715 | 8.41% |
| Ascension Capital Advisors, Inc. | 241,825 | $10,139,725 | 7.83% |
| MERIDIAN MANAGEMENT CO | 508,516 | $21,322,076 | 6.99% |
| Marcum Wealth, LLC | 1,271,131 | $53,298,536 | 6.65% |
| Waterford Advisors, LLC | 291,287 | $12,214 | 6.61% |