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 | $1,321,056 | -14.0% | 31,894 | -9.1% | 0.64% | -8.4% |
| Q2 2023 | $1,536,364 | +8.5% | 35,077 | +3.8% | 0.70% | +7.6% |
| Q1 2023 | $1,416,611 | +2.7% | 33,785 | -0.7% | 0.65% | -8.0% |
| Q4 2022 | $1,378,930 | +26.5% | 34,040 | +18.1% | 0.71% | +26.1% |
| Q3 2022 | $1,090,000 | -13.8% | 28,823 | -11.1% | 0.56% | -7.5% |
| Q2 2022 | $1,264,000 | -26.2% | 32,420 | -10.3% | 0.61% | -17.7% |
| Q1 2022 | $1,712,000 | -21.1% | 36,156 | +70.6% | 0.74% | -23.0% |
| Q4 2021 | $2,171,000 | -22.1% | 21,199 | -23.8% | 0.96% | -27.6% |
| Q3 2021 | $2,786,000 | -31.4% | 27,832 | -28.6% | 1.33% | -32.3% |
| Q2 2021 | $4,060,000 | -14.0% | 38,975 | -17.7% | 1.96% | -18.3% |
| Q1 2021 | $4,722,000 | +8.8% | 47,372 | -2.8% | 2.40% | +2.4% |
| Q4 2020 | $4,340,000 | +20.5% | 48,761 | -7.5% | 2.34% | +7.0% |
| Q3 2020 | $3,603,000 | -6.1% | 52,735 | -10.3% | 2.19% | -11.3% |
| Q2 2020 | $3,839,000 | +21.8% | 58,761 | -3.9% | 2.47% | +3.4% |
| Q1 2020 | $3,152,000 | -35.6% | 61,171 | -5.4% | 2.39% | -25.7% |
| Q4 2019 | $4,891,000 | +9.7% | 64,661 | +1.1% | 3.21% | +2.8% |
| Q3 2019 | $4,458,000 | +0.1% | 63,934 | +2.6% | 3.13% | -5.0% |
| Q2 2019 | $4,454,000 | +7.8% | 62,305 | +5.5% | 3.29% | +8.0% |
| Q1 2019 | $4,130,000 | +11.6% | 59,061 | -3.1% | 3.04% | -6.8% |
| Q4 2018 | $3,700,000 | – | 60,968 | – | 3.27% | – |
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% |