SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 697 filers reported holding SCHWAB STRATEGIC TR in Q4 2019. The put-call ratio across all filers is 1.60 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $324 | -8.2% | 7,821 | -2.9% | 0.36% | -10.5% |
| Q2 2023 | $353 | +5.1% | 8,054 | +0.4% | 0.40% | +12.0% |
| Q1 2023 | $336 | +3.7% | 8,018 | +0.3% | 0.36% | -3.2% |
| Q4 2022 | $324 | -99.9% | 7,996 | -1.7% | 0.37% | +160.6% |
| Q3 2022 | $308,000 | -56.1% | 8,136 | -54.9% | 0.14% | -11.8% |
| Q2 2022 | $702,000 | +47.8% | 18,020 | +79.7% | 0.16% | -17.9% |
| Q1 2022 | $475,000 | -15.0% | 10,030 | +83.7% | 0.20% | -19.0% |
| Q4 2021 | $559,000 | -4.9% | 5,461 | -7.0% | 0.24% | +1.3% |
| Q3 2021 | $588,000 | -3.6% | 5,873 | +0.2% | 0.24% | -2.0% |
| Q2 2021 | $610,000 | +19.4% | 5,860 | +14.3% | 0.24% | +15.1% |
| Q1 2021 | $511,000 | +19.7% | 5,128 | -9.2% | 0.21% | +40.4% |
| Q4 2019 | $427,000 | – | 5,648 | – | 0.15% | – |
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% |