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 | $64,972,661 | -27.0% | 1,568,620 | -22.7% | 0.10% | -40.0% |
Q2 2023 | $89,009,836 | -3.2% | 2,029,227 | -7.9% | 0.16% | -7.5% |
Q1 2023 | $91,984,264 | +3.3% | 2,202,215 | +0.2% | 0.17% | -3.9% |
Q4 2022 | $89,057,433 | +11.0% | 2,198,405 | +3.6% | 0.18% | -1.6% |
Q3 2022 | $80,211,000 | -6.7% | 2,121,994 | -3.6% | 0.18% | -3.7% |
Q2 2022 | $85,944,000 | +6.1% | 2,200,459 | +9.7% | 0.19% | +21.0% |
Q1 2022 | $81,031,000 | -10.9% | 2,005,469 | +126.0% | 0.16% | -8.7% |
Q4 2021 | $90,979,000 | +9.1% | 887,285 | +6.8% | 0.17% | -1.1% |
Q3 2021 | $83,388,000 | -14.4% | 830,924 | -11.0% | 0.17% | -17.5% |
Q2 2021 | $97,457,000 | +10.3% | 933,441 | +5.4% | 0.21% | -0.9% |
Q1 2021 | $88,377,000 | +80.2% | 885,556 | +60.8% | 0.21% | +62.6% |
Q4 2020 | $49,044,000 | +35.2% | 550,643 | +3.5% | 0.13% | +20.2% |
Q3 2020 | $36,288,000 | +30.7% | 531,952 | +25.7% | 0.11% | +17.2% |
Q2 2020 | $27,758,000 | +61.8% | 423,075 | -89.0% | 0.09% | +32.9% |
Q1 2020 | $17,154,000 | – | 3,849,599 | – | 0.07% | – |
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% |