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 | $402,317 | -15.8% | 10,380 | -1.5% | 0.02% | -16.7% |
Q2 2023 | $477,552 | -5.5% | 10,533 | -12.6% | 0.02% | -22.6% |
Q1 2023 | $505,327 | -8.3% | 12,052 | -2.7% | 0.03% | -11.4% |
Q4 2022 | $550,792 | +41.2% | 12,386 | +30.4% | 0.04% | +16.7% |
Q3 2022 | $390,000 | +7.4% | 9,499 | +2.0% | 0.03% | -6.2% |
Q2 2022 | $363,000 | +7.7% | 9,315 | +31.0% | 0.03% | +10.3% |
Q1 2022 | $337,000 | -4.8% | 7,113 | +105.9% | 0.03% | -12.1% |
Q4 2021 | $354,000 | +6.3% | 3,455 | +3.8% | 0.03% | -13.2% |
Q3 2021 | $333,000 | +11.7% | 3,330 | +16.3% | 0.04% | -7.3% |
Q2 2021 | $298,000 | +14.2% | 2,863 | +9.5% | 0.04% | -10.9% |
Q1 2021 | $261,000 | – | 2,615 | – | 0.05% | – |
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% |