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 | $705,048 | -9.8% | 17,022 | -4.6% | 0.07% | -7.6% |
| Q2 2023 | $781,652 | -17.1% | 17,846 | -20.7% | 0.08% | -20.2% |
| Q1 2023 | $943,422 | +4865.4% | 22,500 | +5387.8% | 0.10% | +4850.0% |
| Q1 2022 | $19,000 | -9.5% | 410 | +100.0% | 0.00% | -33.3% |
| Q2 2021 | $21,000 | +5.0% | 205 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $20,000 | +11.1% | 205 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $18,000 | +28.6% | 205 | 0.0% | 0.00% | +50.0% |
| Q3 2020 | $14,000 | +7.7% | 205 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $13,000 | +18.2% | 205 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $11,000 | -31.2% | 205 | -11.6% | 0.00% | -50.0% |
| Q4 2019 | $16,000 | 0.0% | 232 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $16,000 | -11.1% | 232 | -10.1% | 0.00% | 0.0% |
| Q2 2019 | $18,000 | 0.0% | 258 | 0.0% | 0.00% | -20.0% |
| Q1 2019 | $18,000 | – | 258 | – | 0.01% | – |
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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% |