SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 829 filers reported holding SCHWAB STRATEGIC TR in Q2 2021. The put-call ratio across all filers is 0.25 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $40,592 | -5.4% | 980 | 0.0% | 0.03% | -10.5% |
| Q2 2023 | $42,924 | +4.5% | 980 | 0.0% | 0.04% | -5.0% |
| Q1 2023 | $41,091 | +3.5% | 980 | 0.0% | 0.04% | -13.0% |
| Q4 2022 | $39,700 | +7.3% | 980 | 0.0% | 0.05% | +4.5% |
| Q3 2022 | $37,000 | -72.8% | 980 | -71.8% | 0.04% | -69.0% |
| Q2 2022 | $136,000 | -17.6% | 3,480 | 0.0% | 0.14% | +3.6% |
| Q1 2022 | $165,000 | -7.3% | 3,480 | +100.0% | 0.14% | +1.5% |
| Q4 2021 | $178,000 | +2.3% | 1,740 | 0.0% | 0.14% | +0.7% |
| Q3 2021 | $174,000 | -3.9% | 1,740 | 0.0% | 0.13% | -8.2% |
| Q2 2021 | $181,000 | -1.6% | 1,740 | -5.8% | 0.15% | -3.9% |
| Q1 2021 | $184,000 | +12.2% | 1,847 | 0.0% | 0.15% | +2.7% |
| Q4 2020 | $164,000 | +47.7% | 1,847 | +13.9% | 0.15% | +29.8% |
| Q3 2020 | $111,000 | -0.9% | 1,622 | -5.3% | 0.11% | -12.3% |
| Q2 2020 | $112,000 | -30.9% | 1,713 | -45.7% | 0.13% | -38.7% |
| Q1 2020 | $162,000 | -78.0% | 3,154 | -67.6% | 0.21% | -70.0% |
| Q4 2019 | $737,000 | – | 9,744 | – | 0.71% | – |
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% |