SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 827 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is 0.56 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $1,304,000 | -6.7% | 13,027 | -2.8% | 0.34% | +3.0% |
| Q2 2021 | $1,397,000 | +2.9% | 13,405 | -1.6% | 0.33% | -6.5% |
| Q1 2021 | $1,358,000 | -2.1% | 13,627 | -4.7% | 0.36% | -4.6% |
| Q4 2020 | $1,387,000 | +20.0% | 14,294 | -8.0% | 0.37% | +2.5% |
| Q3 2020 | $1,156,000 | +4.4% | 15,531 | -5.8% | 0.36% | -9.2% |
| Q2 2020 | $1,107,000 | +10.4% | 16,495 | -22.4% | 0.40% | -17.5% |
| Q1 2020 | $1,003,000 | -33.0% | 21,254 | +7.4% | 0.49% | -21.4% |
| Q4 2019 | $1,496,000 | +8.1% | 19,787 | -1.1% | 0.62% | -9.9% |
| Q3 2019 | $1,384,000 | +1.1% | 20,013 | +5.7% | 0.69% | -7.5% |
| Q2 2019 | $1,369,000 | +2.0% | 18,937 | +1.5% | 0.74% | -1.5% |
| Q1 2019 | $1,342,000 | +9.6% | 18,653 | +2.1% | 0.75% | -0.1% |
| Q4 2018 | $1,224,000 | -11.6% | 18,261 | -7.4% | 0.75% | -16.1% |
| Q3 2018 | $1,384,000 | -4.2% | 19,713 | +0.4% | 0.90% | -4.9% |
| Q2 2018 | $1,444,000 | +5.7% | 19,631 | -0.7% | 0.94% | +5.5% |
| Q1 2018 | $1,366,000 | 0.0% | 19,763 | +0.9% | 0.90% | +0.7% |
| Q4 2017 | $1,366,000 | +10.9% | 19,585 | +7.1% | 0.89% | +7.0% |
| Q3 2017 | $1,232,000 | +14.9% | 18,288 | +9.0% | 0.83% | +9.5% |
| Q2 2017 | $1,072,000 | +5.2% | 16,771 | +3.7% | 0.76% | +0.9% |
| Q1 2017 | $1,019,000 | -1.5% | 16,175 | -3.9% | 0.75% | -5.2% |
| Q4 2016 | $1,035,000 | – | 16,830 | – | 0.79% | – |
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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% |