SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 827 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is 0.56 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $282,567 | -23.6% | 6,822 | -19.2% | 0.02% | -14.3% |
| Q2 2023 | $369,672 | +76.9% | 8,440 | +91.4% | 0.02% | +50.0% |
| Q1 2022 | $209,000 | -7.1% | 4,409 | +101.0% | 0.01% | -12.5% |
| Q4 2021 | $225,000 | +2.7% | 2,194 | +0.2% | 0.02% | -5.9% |
| Q3 2021 | $219,000 | -3.9% | 2,189 | +0.1% | 0.02% | -5.6% |
| Q2 2021 | $228,000 | +4.6% | 2,186 | +0.1% | 0.02% | 0.0% |
| Q1 2021 | $218,000 | -1.4% | 2,184 | -12.0% | 0.02% | -5.3% |
| Q4 2020 | $221,000 | -78.4% | 2,482 | -81.7% | 0.02% | -81.0% |
| Q4 2019 | $1,024,000 | +8.5% | 13,544 | +0.1% | 0.10% | +5.3% |
| Q3 2019 | $944,000 | -2.4% | 13,536 | +0.0% | 0.10% | +2.2% |
| Q2 2019 | $967,000 | +2.2% | 13,532 | 0.0% | 0.09% | 0.0% |
| Q1 2019 | $946,000 | +15.2% | 13,532 | +0.0% | 0.09% | +4.5% |
| Q4 2018 | $821,000 | – | 13,530 | – | 0.09% | – |
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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% |