SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 627 filers reported holding SCHWAB STRATEGIC TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $31,728 | -5.4% | 766 | 0.0% | 0.01% | -7.1% |
Q2 2023 | $33,551 | +104746.9% | 766 | 0.0% | 0.01% | -6.7% |
Q1 2023 | $32 | +3.2% | 766 | 0.0% | 0.02% | 0.0% |
Q4 2022 | $31 | -99.8% | 766 | +49.6% | 0.02% | 0.0% |
Q3 2022 | $19,000 | -52.5% | 512 | -49.8% | 0.02% | -11.8% |
Q2 2022 | $40,000 | -85.8% | 1,020 | -82.8% | 0.02% | -84.4% |
Q1 2022 | $282,000 | +1.4% | 5,946 | +118.8% | 0.11% | -9.9% |
Q4 2021 | $278,000 | +2.2% | 2,717 | 0.0% | 0.12% | -3.2% |
Q3 2021 | $272,000 | -5.9% | 2,717 | -2.0% | 0.12% | -10.1% |
Q2 2021 | $289,000 | +2.8% | 2,772 | -1.8% | 0.14% | +8.6% |
Q1 2021 | $281,000 | +73.5% | 2,822 | +33.0% | 0.13% | +73.0% |
Q4 2020 | $162,000 | +52.8% | 2,122 | +36.6% | 0.07% | +25.4% |
Q3 2020 | $106,000 | +5.0% | 1,553 | 0.0% | 0.06% | -6.3% |
Q2 2020 | $101,000 | -8.2% | 1,553 | +6.4% | 0.06% | -12.5% |
Q4 2019 | $110,000 | – | 1,459 | – | 0.07% | – |
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% |