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 | $329,927 | +7.2% | 7,533 | +2.7% | 0.07% | -8.0% |
| Q1 2023 | $307,663 | +3.6% | 7,338 | +0.1% | 0.08% | +1.4% |
| Q4 2022 | $297,051 | -3.9% | 7,333 | -2.6% | 0.07% | -9.8% |
| Q3 2022 | $309,000 | +16.6% | 7,527 | +10.6% | 0.08% | +5.1% |
| Q2 2022 | $265,000 | -17.7% | 6,807 | +0.0% | 0.08% | -22.8% |
| Q1 2022 | $322,000 | -7.5% | 6,804 | +100.1% | 0.10% | -6.5% |
| Q4 2021 | $348,000 | +2.1% | 3,401 | -0.2% | 0.11% | -7.7% |
| Q3 2021 | $341,000 | -6.6% | 3,409 | -2.8% | 0.12% | -7.9% |
| Q2 2021 | $365,000 | +1.1% | 3,506 | -3.1% | 0.13% | -9.3% |
| Q1 2021 | $361,000 | +91.0% | 3,619 | +70.3% | 0.14% | +66.7% |
| Q4 2020 | $189,000 | +30.3% | 2,125 | 0.0% | 0.08% | +16.7% |
| Q3 2020 | $145,000 | +4.3% | 2,125 | +0.0% | 0.07% | -4.0% |
| Q2 2020 | $139,000 | +19.8% | 2,124 | -5.3% | 0.08% | -2.6% |
| Q1 2020 | $116,000 | -31.8% | 2,242 | +0.0% | 0.08% | -19.8% |
| Q4 2019 | $170,000 | +11.8% | 2,241 | +3.1% | 0.10% | +5.5% |
| Q3 2019 | $152,000 | -1.9% | 2,174 | +0.0% | 0.09% | -3.2% |
| Q2 2019 | $155,000 | +2.0% | 2,173 | 0.0% | 0.09% | -3.1% |
| Q1 2019 | $152,000 | +21.6% | 2,173 | +5.9% | 0.10% | +7.8% |
| Q4 2018 | $125,000 | -15.0% | 2,052 | +0.0% | 0.09% | -8.2% |
| Q3 2018 | $147,000 | -5.2% | 2,051 | -2.8% | 0.10% | -14.0% |
| Q2 2018 | $155,000 | +20.2% | 2,110 | +12.7% | 0.11% | +16.3% |
| Q1 2018 | $129,000 | – | 1,873 | – | 0.10% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Strategic Financial Planning, Inc. | 301,624 | $12,647,105 | 11.56% |
| MONEYWISE, INC. | 418,944 | $17,566,336 | 11.36% |
| Financial Advisors, LLC | 934,943 | $39,202,142 | 9.93% |
| RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 712,588 | $29,878,802 | 9.58% |
| FIDELIS iM, LLC | 368,904 | $15,468,149 | 9.23% |
| Mokosak Advisory Group, LLC | 470,550 | $19,731,715 | 8.41% |
| Ascension Capital Advisors, Inc. | 241,825 | $10,139,725 | 7.83% |
| MERIDIAN MANAGEMENT CO | 508,516 | $21,322,076 | 6.99% |
| Marcum Wealth, LLC | 1,271,131 | $53,298,536 | 6.65% |
| Waterford Advisors, LLC | 291,287 | $12,214 | 6.61% |