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 | $83,357 | -5.4% | 2,012 | 0.0% | 0.05% | +6.7% |
Q2 2023 | $88,146 | +4.5% | 2,012 | 0.0% | 0.04% | -2.2% |
Q1 2023 | $84,383 | +102806.1% | 2,012 | 0.0% | 0.05% | 0.0% |
Q4 2022 | $82 | -99.9% | 2,012 | +12.7% | 0.05% | +12.2% |
Q3 2022 | $68,000 | 0.0% | 1,786 | +2.3% | 0.04% | +5.1% |
Q2 2022 | $68,000 | +38.8% | 1,746 | +69.8% | 0.04% | +56.0% |
Q1 2022 | $49,000 | -7.5% | 1,028 | +100.0% | 0.02% | -7.4% |
Q4 2021 | $53,000 | +3.9% | 514 | 0.0% | 0.03% | -3.6% |
Q3 2021 | $51,000 | -5.6% | 514 | 0.0% | 0.03% | 0.0% |
Q2 2021 | $54,000 | +5.9% | 514 | 0.0% | 0.03% | 0.0% |
Q1 2021 | $51,000 | +10.9% | 514 | 0.0% | 0.03% | +3.7% |
Q4 2020 | $46,000 | +31.4% | 514 | 0.0% | 0.03% | +12.5% |
Q3 2020 | $35,000 | +2.9% | 514 | 0.0% | 0.02% | -4.0% |
Q2 2020 | $34,000 | +30.8% | 514 | 0.0% | 0.02% | +8.7% |
Q1 2020 | $26,000 | -33.3% | 514 | 0.0% | 0.02% | -17.9% |
Q4 2019 | $39,000 | +8.3% | 514 | 0.0% | 0.03% | +3.7% |
Q3 2019 | $36,000 | – | 514 | – | 0.03% | – |
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% |