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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $15,330 | +278.4% | 350 | +250.0% | 0.01% | +250.0% |
| Q4 2022 | $4,051 | -63.2% | 100 | -67.0% | 0.00% | -66.7% |
| Q3 2022 | $11,000 | -31.2% | 303 | -25.2% | 0.01% | -25.0% |
| Q2 2022 | $16,000 | -48.4% | 405 | -37.6% | 0.01% | -38.5% |
| Q1 2022 | $31,000 | +19.2% | 649 | +156.5% | 0.01% | +30.0% |
| Q4 2021 | $26,000 | +4.0% | 253 | +0.4% | 0.01% | -9.1% |
| Q3 2021 | $25,000 | -97.4% | 252 | -97.3% | 0.01% | -97.6% |
| Q2 2021 | $978,000 | +25.7% | 9,389 | +20.3% | 0.46% | +8.4% |
| Q1 2021 | $778,000 | +2.4% | 7,806 | -8.6% | 0.43% | +2.6% |
| Q4 2020 | $760,000 | – | 8,544 | – | 0.42% | – |
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% |