SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 808 filers reported holding SCHWAB STRATEGIC TR in Q1 2021. The put-call ratio across all filers is 0.43 and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $720,972 | +11.4% | 17,406 | +17.8% | 0.27% | +14.6% |
Q2 2023 | $647,206 | -4.9% | 14,776 | -9.0% | 0.23% | -7.9% |
Q1 2023 | $680,802 | +116675.6% | 16,237 | +12.8% | 0.25% | -8.3% |
Q4 2022 | $583 | -99.9% | 14,400 | +1.2% | 0.28% | +10.8% |
Q3 2022 | $538,000 | +83.0% | 14,226 | +331.1% | 0.25% | +90.1% |
Q4 2020 | $294,000 | -2.3% | 3,300 | -25.2% | 0.13% | -13.2% |
Q3 2020 | $301,000 | -27.3% | 4,410 | -45.1% | 0.15% | -49.0% |
Q1 2020 | $414,000 | +35.3% | 8,031 | +91.7% | 0.30% | +63.5% |
Q3 2019 | $306,000 | +2.0% | 4,190 | 0.0% | 0.18% | -5.2% |
Q2 2019 | $300,000 | +14.1% | 4,190 | -3.3% | 0.19% | -4.0% |
Q4 2018 | $263,000 | +232.9% | 4,331 | +268.3% | 0.20% | +243.1% |
Q1 2018 | $79,000 | – | 1,176 | +39100.0% | 0.06% | – |
Q4 2017 | $0 | – | 3 | – | 0.00% | – |
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% |