SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 627 filers reported holding SCHWAB STRATEGIC TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $339,098 | +49.2% | 8,187 | +57.8% | 0.03% | +52.4% |
| Q2 2023 | $227,231 | +7.2% | 5,188 | +2.6% | 0.02% | -8.7% |
| Q1 2023 | $212,044 | +292.7% | 5,057 | +346.7% | 0.02% | +53.3% |
| Q1 2022 | $54,000 | -8.5% | 1,132 | +96.5% | 0.02% | -6.2% |
| Q4 2021 | $59,000 | +3.5% | 576 | +0.5% | 0.02% | +6.7% |
| Q3 2021 | $57,000 | -3.4% | 573 | +0.2% | 0.02% | -6.2% |
| Q2 2021 | $59,000 | +5.4% | 572 | +0.4% | 0.02% | 0.0% |
| Q1 2021 | $56,000 | +9.8% | 570 | +0.2% | 0.02% | +6.7% |
| Q4 2020 | $51,000 | +218.8% | 569 | +141.1% | 0.02% | +200.0% |
| Q3 2020 | $16,000 | +6.7% | 236 | +0.4% | 0.01% | -16.7% |
| Q2 2020 | $15,000 | -31.8% | 235 | -44.7% | 0.01% | -25.0% |
| Q1 2020 | $22,000 | -97.8% | 425 | -96.7% | 0.01% | -97.8% |
| Q4 2019 | $987,000 | +743.6% | 13,051 | +675.5% | 0.36% | +588.5% |
| Q3 2019 | $117,000 | -99.8% | 1,683 | +57.4% | 0.05% | +33.3% |
| Q2 2019 | $76,443,000 | +112316.2% | 1,069 | +10.4% | 0.04% | +39.3% |
| Q1 2019 | $68,000 | -18.1% | 968 | -29.1% | 0.03% | -6.7% |
| Q4 2018 | $83,000 | -43.5% | 1,365 | -29.2% | 0.03% | -49.2% |
| Q3 2018 | $147,000 | -2.6% | 1,929 | -6.6% | 0.06% | -7.8% |
| Q2 2018 | $151,000 | +7.1% | 2,065 | +0.9% | 0.06% | +8.5% |
| Q1 2018 | $141,000 | -3.4% | 2,046 | +0.3% | 0.06% | -9.2% |
| Q4 2017 | $146,000 | +9.0% | 2,040 | +2.5% | 0.06% | +32.7% |
| Q3 2017 | $134,000 | +2.3% | 1,991 | -2.5% | 0.05% | -33.8% |
| Q2 2017 | $131,000 | +336.7% | 2,042 | +322.8% | 0.07% | +311.1% |
| Q1 2017 | $30,000 | – | 483 | – | 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% |