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 | ||||
---|---|---|---|---|---|---|
Q3 2023 | $241,825 | -19.3% | 5,838 | -14.7% | 0.09% | -16.8% |
Q2 2023 | $299,699 | -8.7% | 6,842 | -12.6% | 0.11% | -12.4% |
Q1 2023 | $328,186 | -25.5% | 7,827 | -28.0% | 0.13% | -30.6% |
Q4 2022 | $440,314 | -6.9% | 10,869 | -13.2% | 0.19% | -13.5% |
Q3 2022 | $473,000 | -13.2% | 12,519 | -10.5% | 0.22% | -8.1% |
Q2 2022 | $545,000 | -22.3% | 13,992 | -5.5% | 0.23% | -10.3% |
Q1 2022 | $701,000 | -8.7% | 14,808 | +97.2% | 0.26% | -5.8% |
Q4 2021 | $768,000 | +2.9% | 7,509 | +0.7% | 0.28% | -4.8% |
Q3 2021 | $746,000 | -18.9% | 7,458 | -15.6% | 0.29% | -15.4% |
Q2 2021 | $920,000 | +5.9% | 8,835 | +1.3% | 0.34% | +0.6% |
Q1 2021 | $869,000 | +6.9% | 8,723 | -4.6% | 0.34% | +5.2% |
Q4 2020 | $813,000 | -50.3% | 9,141 | -61.9% | 0.32% | -50.5% |
Q3 2020 | $1,637,000 | +1.9% | 23,966 | -2.5% | 0.66% | -5.7% |
Q2 2020 | $1,606,000 | +24.3% | 24,592 | -2.0% | 0.70% | +6.9% |
Q1 2020 | $1,292,000 | -30.0% | 25,091 | +2.8% | 0.65% | -19.8% |
Q4 2019 | $1,846,000 | +11.0% | 24,410 | +2.3% | 0.81% | +4.9% |
Q3 2019 | $1,663,000 | -0.1% | 23,861 | +2.4% | 0.78% | +5.2% |
Q2 2019 | $1,664,000 | +2.9% | 23,292 | +0.7% | 0.74% | +6.8% |
Q1 2019 | $1,617,000 | +21.6% | 23,121 | +5.5% | 0.69% | +4.2% |
Q4 2018 | $1,330,000 | -7.6% | 21,922 | +16.1% | 0.66% | +4.4% |
Q3 2018 | $1,439,000 | +28.8% | 18,886 | +24.4% | 0.63% | +20.3% |
Q2 2018 | $1,117,000 | +19.8% | 15,182 | +12.6% | 0.53% | +7.1% |
Q1 2018 | $932,000 | +39.7% | 13,483 | +41.0% | 0.49% | -13.8% |
Q4 2017 | $667,000 | – | 9,562 | – | 0.57% | – |
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% |