SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 829 filers reported holding SCHWAB STRATEGIC TR in Q2 2021. The put-call ratio across all filers is 0.25 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,018,476 | -5.1% | 24,589 | +0.4% | 0.61% | -2.4% |
| Q2 2023 | $1,072,706 | +2.6% | 24,491 | -1.8% | 0.62% | -1.7% |
| Q1 2023 | $1,045,944 | +84.5% | 24,945 | +78.2% | 0.64% | +83.8% |
| Q4 2022 | $566,937 | -9.6% | 13,995 | +122.4% | 0.35% | +17.7% |
| Q1 2021 | $627,000 | +17.6% | 6,294 | +5.1% | 0.29% | +12.6% |
| Q4 2020 | $533,000 | +30.3% | 5,991 | 0.0% | 0.26% | +18.1% |
| Q3 2020 | $409,000 | -11.7% | 5,991 | -15.4% | 0.22% | -27.3% |
| Q2 2020 | $463,000 | -22.4% | 7,081 | -38.9% | 0.30% | -36.1% |
| Q1 2020 | $597,000 | -67.4% | 11,594 | -52.0% | 0.48% | -55.1% |
| Q4 2019 | $1,829,000 | +3.9% | 24,174 | -4.2% | 1.06% | -15.4% |
| Q3 2019 | $1,760,000 | -62.3% | 25,238 | -61.4% | 1.25% | -64.8% |
| Q2 2019 | $4,669,000 | -1.8% | 65,326 | -3.9% | 3.56% | -5.0% |
| Q1 2019 | $4,755,000 | +5.0% | 67,995 | -8.9% | 3.75% | -7.0% |
| Q4 2018 | $4,528,000 | -29.7% | 74,617 | -11.8% | 4.03% | -8.9% |
| Q3 2018 | $6,444,000 | +33.2% | 84,596 | +28.6% | 4.42% | +29.8% |
| Q2 2018 | $4,838,000 | +17.4% | 65,760 | +10.3% | 3.41% | +12.4% |
| Q1 2018 | $4,122,000 | -3.8% | 59,623 | -2.9% | 3.03% | +2.6% |
| Q4 2017 | $4,283,000 | +5.1% | 61,409 | +1.5% | 2.95% | -5.3% |
| Q3 2017 | $4,077,000 | +33.9% | 60,523 | +27.0% | 3.12% | +25.0% |
| Q2 2017 | $3,045,000 | +18.7% | 47,648 | +17.0% | 2.50% | +15.4% |
| Q1 2017 | $2,566,000 | +27.8% | 40,741 | +24.7% | 2.16% | +18.3% |
| Q4 2016 | $2,008,000 | – | 32,662 | – | 1.83% | – |
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% |