SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 834 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 2024 | $541,626 | -9.8% | 11,415 | -6.4% | 0.27% | -14.6% |
| Q1 2024 | $600,662 | +4.5% | 12,199 | +0.2% | 0.31% | -7.9% |
| Q4 2023 | $574,965 | +1.4% | 12,171 | -11.1% | 0.34% | -9.5% |
| Q3 2023 | $567,004 | +1.0% | 13,689 | +6.8% | 0.38% | -1.6% |
| Q2 2023 | $561,271 | -4.8% | 12,814 | -8.9% | 0.38% | -12.0% |
| Q1 2023 | $589,539 | +3.4% | 14,060 | -0.1% | 0.44% | -0.5% |
| Q4 2022 | $570,000 | +2.5% | 14,077 | -4.2% | 0.44% | -4.2% |
| Q3 2022 | $556,000 | -7.6% | 14,696 | -4.8% | 0.46% | -4.0% |
| Q2 2022 | $602,000 | -20.2% | 15,433 | -3.0% | 0.48% | -8.5% |
| Q1 2022 | $754,000 | -14.2% | 15,911 | +85.4% | 0.52% | -7.0% |
| Q4 2021 | $879,000 | +25.9% | 8,584 | +23.1% | 0.56% | +14.3% |
| Q3 2021 | $698,000 | -6.4% | 6,972 | -2.6% | 0.49% | -5.2% |
| Q2 2021 | $746,000 | +2.2% | 7,160 | -2.3% | 0.52% | -1.5% |
| Q1 2021 | $730,000 | +12.3% | 7,327 | +0.3% | 0.52% | +2.1% |
| Q4 2020 | $650,000 | +25.0% | 7,307 | -4.0% | 0.51% | +12.3% |
| Q3 2020 | $520,000 | +5.3% | 7,611 | +0.6% | 0.46% | -0.9% |
| Q2 2020 | $494,000 | +38.4% | 7,568 | +7.0% | 0.46% | +15.0% |
| Q1 2020 | $357,000 | -52.7% | 7,072 | -29.4% | 0.40% | -37.0% |
| Q4 2019 | $754,000 | +1.1% | 10,010 | -2.6% | 0.64% | -0.9% |
| Q3 2019 | $746,000 | -13.1% | 10,273 | -16.3% | 0.64% | -18.3% |
| Q2 2019 | $858,000 | -16.6% | 12,274 | -14.1% | 0.78% | -15.5% |
| Q1 2019 | $1,029,000 | +3.5% | 14,295 | -7.5% | 0.93% | -8.7% |
| Q4 2018 | $994,000 | -18.3% | 15,452 | -11.7% | 1.02% | -15.2% |
| Q3 2018 | $1,217,000 | -4.1% | 17,499 | +2.1% | 1.20% | +11.2% |
| Q2 2018 | $1,269,000 | +13.6% | 17,141 | +7.7% | 1.08% | +11.8% |
| Q1 2018 | $1,117,000 | +14.9% | 15,915 | +15.6% | 0.97% | +8.9% |
| Q4 2017 | $972,000 | – | 13,765 | – | 0.89% | – |
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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% |