SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 908 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is 0.27 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $11,763 | -5.4% | 284 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $12,439 | +1.6% | 284 | -2.7% | 0.01% | 0.0% |
| Q1 2023 | $12,244 | +3.5% | 292 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $11,829 | +7.5% | 292 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $11,000 | -15.4% | 292 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $13,000 | 0.0% | 292 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $13,000 | -13.3% | 292 | +100.0% | 0.01% | 0.0% |
| Q4 2021 | $15,000 | +7.1% | 146 | +2.8% | 0.01% | 0.0% |
| Q3 2021 | $14,000 | +7.7% | 142 | 0.0% | 0.01% | -46.2% |
| Q4 2020 | $13,000 | -99.9% | 142 | 0.0% | 0.01% | +85.7% |
| Q2 2020 | $9,278,000 | +26.8% | 142 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $7,316,000 | -78.0% | 142 | -68.6% | 0.01% | -75.0% |
| Q4 2019 | $33,254,000 | +235.8% | 452 | +218.3% | 0.03% | +300.0% |
| Q3 2019 | $9,902,000 | -2.4% | 142 | 0.0% | 0.01% | -12.5% |
| Q2 2019 | $10,150,000 | +2.2% | 142 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $9,930,000 | -63.8% | 142 | -68.6% | 0.01% | -65.2% |
| Q4 2018 | $27,427,000 | -20.3% | 452 | 0.0% | 0.02% | -4.2% |
| Q3 2018 | $34,429,000 | -8.6% | 452 | -11.7% | 0.02% | -14.3% |
| Q2 2018 | $37,668,000 | -6.4% | 512 | -12.0% | 0.03% | -3.4% |
| Q1 2018 | $40,234,000 | -17.2% | 582 | -17.1% | 0.03% | -21.6% |
| Q4 2017 | $48,597,000 | -91.1% | 702 | -12.5% | 0.04% | -91.5% |
| Q3 2017 | $544,031,000 | +961.4% | 802 | 0.0% | 0.44% | +1047.4% |
| Q2 2017 | $51,256,000 | – | 802 | – | 0.04% | – |
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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% |