SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 630 filers reported holding SCHWAB STRATEGIC TR in Q1 2020. The put-call ratio across all filers is 0.97 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $597,125 | -5.0% | 14,817 | +3.2% | 0.09% | -1.1% |
| Q2 2023 | $628,618 | +5.6% | 14,352 | +1.1% | 0.09% | -6.5% |
| Q1 2023 | $595,071 | +16.8% | 14,192 | +12.9% | 0.09% | +14.8% |
| Q4 2022 | $509,292 | +7.2% | 12,572 | +0.1% | 0.08% | -5.8% |
| Q3 2022 | $475,000 | +1.9% | 12,558 | +5.0% | 0.09% | +6.2% |
| Q2 2022 | $466,000 | -13.9% | 11,958 | +4.7% | 0.08% | +9.5% |
| Q1 2022 | $541,000 | -2.0% | 11,425 | +111.8% | 0.07% | -2.6% |
| Q4 2021 | $552,000 | +5.5% | 5,393 | +3.3% | 0.08% | -2.6% |
| Q3 2021 | $523,000 | -3.1% | 5,222 | +0.7% | 0.08% | -4.9% |
| Q2 2021 | $540,000 | +15.9% | 5,186 | +11.0% | 0.08% | +3.8% |
| Q1 2021 | $466,000 | -15.7% | 4,673 | -24.8% | 0.08% | -27.5% |
| Q4 2020 | $553,000 | +64.6% | 6,218 | +26.3% | 0.11% | +25.3% |
| Q3 2020 | $336,000 | +5.0% | 4,923 | +0.5% | 0.09% | -5.4% |
| Q2 2020 | $320,000 | +21.2% | 4,898 | -4.4% | 0.09% | 0.0% |
| Q1 2020 | $264,000 | -14.3% | 5,121 | +25.9% | 0.09% | +8.2% |
| Q4 2019 | $308,000 | +16.7% | 4,067 | +7.5% | 0.08% | +4.9% |
| Q3 2019 | $264,000 | 0.0% | 3,782 | +2.5% | 0.08% | -3.6% |
| Q2 2019 | $264,000 | +3.9% | 3,688 | +1.7% | 0.08% | -3.4% |
| Q1 2019 | $254,000 | +19.2% | 3,627 | +3.2% | 0.09% | +8.8% |
| Q4 2018 | $213,000 | -18.7% | 3,516 | +2.3% | 0.08% | -14.0% |
| Q3 2018 | $262,000 | – | 3,438 | – | 0.09% | – |
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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% |