SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 836 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 | ||||
---|---|---|---|---|---|---|
Q4 2023 | $1,867,661 | +15.9% | 39,536 | +1.6% | 1.06% | +4.3% |
Q3 2023 | $1,611,904 | +10.9% | 38,916 | +17.3% | 1.02% | +14.3% |
Q2 2023 | $1,453,458 | +4.4% | 33,184 | -0.1% | 0.89% | +1.4% |
Q1 2023 | $1,392,116 | +1.8% | 33,201 | -1.7% | 0.88% | -0.9% |
Q4 2022 | $1,367,750 | -15.4% | 33,763 | -21.0% | 0.89% | -23.2% |
Q3 2022 | $1,616,000 | -12.1% | 42,755 | -9.3% | 1.15% | -8.0% |
Q2 2022 | $1,838,000 | -30.3% | 47,136 | -15.3% | 1.25% | -21.1% |
Q1 2022 | $2,636,000 | +3.6% | 55,669 | +124.0% | 1.59% | +5.5% |
Q4 2021 | $2,545,000 | +5.4% | 24,849 | +3.1% | 1.51% | -3.2% |
Q3 2021 | $2,414,000 | +2.6% | 24,113 | +6.8% | 1.56% | +3.3% |
Q2 2021 | $2,353,000 | +18.1% | 22,585 | +13.0% | 1.51% | +10.2% |
Q1 2021 | $1,993,000 | +34.1% | 19,995 | +19.7% | 1.37% | +24.7% |
Q4 2020 | $1,486,000 | – | 16,699 | – | 1.10% | – |
Download |
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% |