SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 808 filers reported holding SCHWAB STRATEGIC TR in Q1 2021. The put-call ratio across all filers is 0.43 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $49,041 | -57.1% | 1,184 | -56.6% | 0.00% | -100.0% |
| Q2 2023 | $114,426 | 0.0% | 2,729 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $114,426 | +3.5% | 2,729 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $110,550 | +87.4% | 2,729 | +72.6% | 0.00% | – |
| Q3 2022 | $59,000 | +28.3% | 1,581 | +33.5% | 0.00% | – |
| Q2 2022 | $46,000 | -17.9% | 1,184 | 0.0% | 0.00% | – |
| Q1 2022 | $56,000 | -6.7% | 1,184 | +100.0% | 0.00% | – |
| Q4 2021 | $60,000 | +1.7% | 592 | 0.0% | 0.00% | – |
| Q3 2021 | $59,000 | +15.7% | 592 | +19.8% | 0.00% | – |
| Q2 2021 | $51,000 | -10.5% | 494 | -14.4% | 0.00% | – |
| Q1 2021 | $57,000 | +32.6% | 577 | +16.8% | 0.00% | – |
| Q4 2020 | $43,000 | +230.8% | 494 | +154.6% | 0.00% | – |
| Q3 2020 | $13,000 | +8.3% | 194 | 0.0% | 0.00% | – |
| Q2 2020 | $12,000 | -81.8% | 194 | -78.0% | 0.00% | – |
| Q1 2020 | $66,000 | 0.0% | 882 | 0.0% | 0.00% | – |
| Q4 2019 | $66,000 | -41.6% | 882 | -45.9% | 0.00% | -100.0% |
| Q3 2019 | $113,000 | -2.6% | 1,629 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $116,000 | -30.1% | 1,629 | -31.5% | 0.00% | 0.0% |
| Q1 2019 | $166,000 | -22.8% | 2,378 | -32.1% | 0.00% | 0.0% |
| Q4 2016 | $215,000 | +5275.0% | 3,500 | +4566.7% | 0.00% | – |
| Q2 2015 | $4,000 | 0.0% | 75 | 0.0% | 0.00% | – |
| Q1 2015 | $4,000 | -97.2% | 75 | -97.5% | 0.00% | -100.0% |
| Q3 2013 | $144,000 | – | 3,000 | – | 0.00% | – |
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% |