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 | $21,827,810 | -11.4% | 526,987 | -6.3% | 1.77% | -10.4% |
| Q2 2023 | $24,646,338 | -3.2% | 562,702 | -7.3% | 1.97% | -8.5% |
| Q1 2023 | $25,460,314 | +104489.9% | 607,210 | +1.0% | 2.16% | -4.0% |
| Q4 2022 | $24,343 | -99.9% | 600,926 | -2.8% | 2.25% | -7.4% |
| Q3 2022 | $23,358,000 | +0.6% | 617,945 | +3.8% | 2.43% | +16.5% |
| Q2 2022 | $23,209,000 | -13.9% | 595,264 | +4.5% | 2.08% | -4.0% |
| Q1 2022 | $26,969,000 | +16.4% | 569,444 | +151.7% | 2.17% | +14.3% |
| Q4 2021 | $23,164,000 | +6.0% | 226,214 | +3.6% | 1.90% | -15.6% |
| Q3 2021 | $21,852,000 | +19.4% | 218,298 | +24.3% | 2.25% | +22.3% |
| Q2 2021 | $18,297,000 | +7.3% | 175,627 | +2.7% | 1.84% | +2.6% |
| Q1 2021 | $17,046,000 | +8.9% | 171,027 | -2.7% | 1.79% | +2.2% |
| Q4 2020 | $15,651,000 | +28.5% | 175,858 | -1.3% | 1.76% | +2.3% |
| Q3 2020 | $12,179,000 | +1.5% | 178,262 | -2.9% | 1.72% | -6.1% |
| Q2 2020 | $12,002,000 | +37.9% | 183,674 | +8.7% | 1.83% | +11.4% |
| Q1 2020 | $8,705,000 | -29.2% | 168,962 | +4.0% | 1.64% | -25.4% |
| Q4 2019 | $12,293,000 | – | 162,517 | – | 2.20% | – |
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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% |