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 | $393,770 | -6.3% | 9,502 | -1.0% | 0.00% | -20.0% |
| Q2 2023 | $420,349 | +4.3% | 9,597 | -0.2% | 0.01% | 0.0% |
| Q1 2023 | $403,082 | +2.6% | 9,612 | -0.8% | 0.01% | +25.0% |
| Q4 2022 | $392,697 | +7.3% | 9,694 | -0.1% | 0.00% | 0.0% |
| Q3 2022 | $366,000 | -2.1% | 9,700 | +1.2% | 0.00% | 0.0% |
| Q2 2022 | $374,000 | -17.6% | 9,584 | -0.5% | 0.00% | -20.0% |
| Q1 2022 | $454,000 | -8.7% | 9,636 | +98.3% | 0.01% | 0.0% |
| Q4 2021 | $497,000 | +6.4% | 4,860 | +4.0% | 0.01% | 0.0% |
| Q3 2021 | $467,000 | -5.1% | 4,674 | -1.6% | 0.01% | 0.0% |
| Q2 2021 | $492,000 | +12.8% | 4,749 | -3.0% | 0.01% | 0.0% |
| Q4 2020 | $436,000 | +20.4% | 4,895 | -8.0% | 0.01% | 0.0% |
| Q3 2020 | $362,000 | +4425.0% | 5,319 | +4607.1% | 0.01% | – |
| Q1 2019 | $8,000 | +14.3% | 113 | 0.0% | 0.00% | – |
| Q4 2018 | $7,000 | -22.2% | 113 | 0.0% | 0.00% | – |
| Q3 2018 | $9,000 | +12.5% | 113 | 0.0% | 0.00% | – |
| Q2 2018 | $8,000 | – | 113 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Strategic Financial Planning, Inc. | 301,624 | $12,647,105 | 11.56% |
| MONEYWISE, INC. | 418,944 | $17,566,336 | 11.36% |
| Financial Advisors, LLC | 934,943 | $39,202,142 | 9.93% |
| RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 712,588 | $29,878,802 | 9.58% |
| FIDELIS iM, LLC | 368,904 | $15,468,149 | 9.23% |
| Mokosak Advisory Group, LLC | 470,550 | $19,731,715 | 8.41% |
| Ascension Capital Advisors, Inc. | 241,825 | $10,139,725 | 7.83% |
| MERIDIAN MANAGEMENT CO | 508,516 | $21,322,076 | 6.99% |
| Marcum Wealth, LLC | 1,271,131 | $53,298,536 | 6.65% |
| Waterford Advisors, LLC | 291,287 | $12,214 | 6.61% |