SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 594 filers reported holding SCHWAB STRATEGIC TR in Q2 2019. The put-call ratio across all filers is 2.03 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $1,496,000 | +0.1% | 31,598 | +116.5% | 0.07% | -26.4% |
| Q4 2021 | $1,495,000 | +1.3% | 14,595 | -1.0% | 0.09% | -16.5% |
| Q3 2021 | $1,476,000 | -9.8% | 14,742 | -6.2% | 0.11% | -9.2% |
| Q2 2021 | $1,637,000 | -52.8% | 15,712 | -59.7% | 0.12% | -75.7% |
| Q1 2021 | $3,470,000 | +0.1% | 38,993 | +0.1% | 0.49% | +0.2% |
| Q4 2020 | $3,466,000 | +24.0% | 38,947 | -9.0% | 0.49% | +7.7% |
| Q3 2020 | $2,796,000 | -0.4% | 42,797 | -0.4% | 0.46% | -0.4% |
| Q2 2020 | $2,808,000 | +24.1% | 42,976 | -2.2% | 0.46% | +10.3% |
| Q1 2020 | $2,263,000 | +10.3% | 43,922 | +62.0% | 0.42% | +30.0% |
| Q4 2019 | $2,051,000 | +7.6% | 27,115 | -0.8% | 0.32% | +2.9% |
| Q3 2019 | $1,906,000 | -9.2% | 27,341 | -6.9% | 0.31% | -5.2% |
| Q2 2019 | $2,100,000 | -24.1% | 29,383 | -25.7% | 0.33% | -25.3% |
| Q1 2019 | $2,765,000 | -11.1% | 39,545 | -22.9% | 0.44% | -14.8% |
| Q4 2018 | $3,111,000 | +196.6% | 51,262 | +272.3% | 0.52% | +290.2% |
| Q3 2018 | $1,049,000 | +2.6% | 13,770 | -0.9% | 0.13% | +6.5% |
| Q2 2018 | $1,022,000 | +5.8% | 13,897 | -0.5% | 0.12% | +7.8% |
| Q1 2018 | $966,000 | -8.6% | 13,971 | -7.8% | 0.12% | -9.4% |
| Q4 2017 | $1,057,000 | +79.2% | 15,157 | +72.9% | 0.13% | +76.4% |
| Q3 2017 | $590,000 | +13.2% | 8,764 | +7.4% | 0.07% | +12.5% |
| Q2 2017 | $521,000 | – | 8,158 | – | 0.06% | – |
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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% |