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 | $370,088 | -5.7% | 8,935 | -0.3% | 0.17% | -0.6% |
| Q2 2023 | $392,492 | +11.9% | 8,961 | +7.2% | 0.17% | +11.8% |
| Q1 2023 | $350,661 | +3.1% | 8,363 | -0.4% | 0.15% | +7.0% |
| Q4 2022 | $340,000 | +1.8% | 8,393 | -4.9% | 0.14% | -5.3% |
| Q3 2022 | $334,000 | +12.1% | 8,823 | +15.5% | 0.15% | +18.0% |
| Q2 2022 | $298,000 | -10.2% | 7,637 | +8.9% | 0.13% | -17.4% |
| Q1 2022 | $332,000 | +51.6% | 7,014 | +220.3% | 0.16% | +36.0% |
| Q3 2021 | $219,000 | -3.9% | 2,190 | 0.0% | 0.11% | -8.1% |
| Q2 2021 | $228,000 | +4.6% | 2,190 | 0.0% | 0.12% | -4.6% |
| Q1 2021 | $218,000 | +45.3% | 2,190 | 0.0% | 0.13% | +10.2% |
| Q3 2020 | $150,000 | – | 2,190 | – | 0.12% | – |
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% |