SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 630 filers reported holding SCHWAB STRATEGIC TR in Q1 2020. The put-call ratio across all filers is 0.97 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,153,340 | -22.5% | 27,845 | -18.1% | 0.82% | -14.8% |
| Q2 2023 | $1,488,543 | +2.7% | 33,985 | -1.6% | 0.96% | -6.2% |
| Q1 2023 | $1,448,891 | +7.8% | 34,555 | +4.1% | 1.03% | -7.1% |
| Q4 2022 | $1,344,608 | +42.7% | 33,192 | +33.2% | 1.11% | +26.5% |
| Q3 2022 | $942,000 | -11.0% | 24,917 | -8.2% | 0.88% | -1.5% |
| Q2 2022 | $1,059,000 | -59.4% | 27,157 | -50.6% | 0.89% | -49.2% |
| Q1 2022 | $2,606,000 | +4.7% | 55,019 | +126.2% | 1.75% | +1.6% |
| Q4 2021 | $2,490,000 | +3.8% | 24,321 | +1.5% | 1.72% | -1.5% |
| Q3 2021 | $2,398,000 | +14.0% | 23,956 | +18.7% | 1.75% | +13.1% |
| Q2 2021 | $2,103,000 | +40.4% | 20,183 | +34.3% | 1.55% | +28.2% |
| Q1 2021 | $1,498,000 | +171.9% | 15,031 | +142.9% | 1.21% | +152.3% |
| Q4 2020 | $551,000 | -89.1% | 6,189 | -90.8% | 0.48% | -94.0% |
| Q4 2019 | $5,062,000 | – | 66,927 | – | 8.01% | – |
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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% |