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 | $8,149,327 | -1.8% | 196,749 | +3.8% | 1.56% | -1.3% |
| Q2 2023 | $8,301,608 | +13.4% | 189,534 | +8.5% | 1.59% | +2.0% |
| Q1 2023 | $7,323,850 | +8.5% | 174,668 | +4.8% | 1.56% | +0.8% |
| Q4 2022 | $6,751,688 | +12.2% | 166,667 | +4.7% | 1.54% | -5.6% |
| Q3 2022 | $6,016,000 | +3.2% | 159,144 | +6.4% | 1.63% | -2.6% |
| Q2 2022 | $5,831,000 | -13.2% | 149,541 | +5.4% | 1.68% | -13.6% |
| Q1 2022 | $6,717,000 | -1.3% | 141,822 | +113.4% | 1.94% | -0.6% |
| Q4 2021 | $6,807,000 | +6.4% | 66,473 | +4.0% | 1.95% | -5.2% |
| Q3 2021 | $6,396,000 | -1.4% | 63,892 | +2.6% | 2.06% | -5.6% |
| Q2 2021 | $6,486,000 | -11.2% | 62,254 | -15.1% | 2.18% | -23.6% |
| Q1 2021 | $7,306,000 | +12.2% | 73,300 | +0.2% | 2.86% | +0.8% |
| Q4 2020 | $6,510,000 | +16.6% | 73,143 | +2.7% | 2.84% | +7.5% |
| Q3 2020 | $5,584,000 | +37.1% | 71,227 | +14.2% | 2.64% | +13.2% |
| Q2 2020 | $4,074,000 | +298.2% | 62,352 | +213.9% | 2.33% | +158.1% |
| Q1 2020 | $1,023,000 | – | 19,866 | – | 0.90% | – |
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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% |