SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 508 filers reported holding SCHWAB STRATEGIC TR in Q3 2018. The put-call ratio across all filers is 0.92 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $309,000 | -11.0% | 6,530 | +92.6% | 0.08% | -11.6% |
| Q4 2021 | $347,000 | -2.5% | 3,391 | -4.5% | 0.10% | -11.2% |
| Q3 2021 | $356,000 | -17.4% | 3,552 | -14.1% | 0.11% | -9.3% |
| Q2 2021 | $431,000 | -64.4% | 4,133 | -66.0% | 0.12% | -53.4% |
| Q1 2021 | $1,210,000 | +36.1% | 12,140 | +21.5% | 0.25% | +27.1% |
| Q4 2020 | $889,000 | +30.2% | 9,992 | +0.0% | 0.20% | +13.7% |
| Q3 2020 | $683,000 | +1.9% | 9,991 | -2.5% | 0.18% | +10.1% |
| Q2 2020 | $670,000 | +11.5% | 10,250 | -12.2% | 0.16% | -10.2% |
| Q1 2020 | $601,000 | -53.5% | 11,669 | -31.7% | 0.18% | -45.7% |
| Q4 2019 | $1,292,000 | -3.3% | 17,080 | -10.9% | 0.33% | -11.2% |
| Q3 2019 | $1,336,000 | -13.4% | 19,166 | -11.2% | 0.37% | -17.5% |
| Q2 2019 | $1,543,000 | -12.3% | 21,585 | -14.2% | 0.44% | -20.1% |
| Q1 2019 | $1,760,000 | +16.3% | 25,167 | +0.9% | 0.56% | -7.2% |
| Q4 2018 | $1,513,000 | +15.8% | 24,931 | +45.4% | 0.60% | +28.5% |
| Q3 2018 | $1,306,000 | +8.1% | 17,146 | +4.4% | 0.47% | +1.7% |
| Q2 2018 | $1,208,000 | +18.5% | 16,426 | +11.4% | 0.46% | +5.5% |
| Q1 2018 | $1,019,000 | +19.0% | 14,740 | +20.1% | 0.44% | +22.5% |
| Q4 2017 | $856,000 | – | 12,271 | – | 0.36% | – |
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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% |