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 | $12,700,426 | +5.3% | 268,957 | -2.3% | 0.02% | +10.5% |
Q2 2023 | $12,062,914 | -2.2% | 275,409 | -6.3% | 0.02% | -9.5% |
Q1 2023 | $12,329,306 | -0.5% | 294,045 | -3.9% | 0.02% | -4.5% |
Q4 2022 | $12,395,614 | +2600.6% | 305,989 | +2419.9% | 0.02% | +2100.0% |
Q3 2022 | $459,000 | +12.8% | 12,143 | +16.3% | 0.00% | 0.0% |
Q2 2022 | $407,000 | +33.9% | 10,440 | +62.7% | 0.00% | 0.0% |
Q1 2022 | $304,000 | +106.8% | 6,416 | +346.8% | 0.00% | – |
Q4 2021 | $147,000 | +42.7% | 1,436 | +38.9% | 0.00% | – |
Q3 2021 | $103,000 | -7.2% | 1,034 | -2.5% | 0.00% | – |
Q2 2021 | $111,000 | +18.1% | 1,060 | +12.9% | 0.00% | – |
Q1 2021 | $94,000 | +13.3% | 939 | +0.5% | 0.00% | – |
Q4 2020 | $83,000 | +29.7% | 934 | -0.6% | 0.00% | – |
Q3 2020 | $64,000 | -42.3% | 940 | -44.3% | 0.00% | – |
Q2 2020 | $111,000 | +1.8% | 1,689 | -20.4% | 0.00% | – |
Q1 2020 | $109,000 | -36.6% | 2,121 | -6.9% | 0.00% | – |
Q4 2019 | $172,000 | -3.4% | 2,277 | -11.5% | 0.00% | – |
Q3 2019 | $178,000 | -9.6% | 2,572 | -6.5% | 0.00% | -100.0% |
Q2 2019 | $197,000 | -32.5% | 2,750 | -34.2% | 0.00% | 0.0% |
Q1 2019 | $292,000 | -50.3% | 4,179 | -56.8% | 0.00% | -50.0% |
Q4 2018 | $587,000 | -52.1% | 9,675 | -39.9% | 0.00% | -50.0% |
Q3 2018 | $1,226,000 | -7.5% | 16,096 | -10.7% | 0.00% | 0.0% |
Q2 2018 | $1,325,000 | +5.1% | 18,015 | -1.2% | 0.00% | 0.0% |
Q1 2018 | $1,261,000 | -9.1% | 18,242 | -8.3% | 0.00% | 0.0% |
Q4 2017 | $1,387,000 | +7.9% | 19,887 | +4.3% | 0.00% | 0.0% |
Q3 2017 | $1,285,000 | +21.6% | 19,070 | +15.3% | 0.00% | 0.0% |
Q2 2017 | $1,057,000 | +27.7% | 16,541 | +25.8% | 0.00% | +33.3% |
Q1 2017 | $828,000 | +136.6% | 13,147 | +131.4% | 0.00% | +200.0% |
Q4 2016 | $350,000 | +50.2% | 5,681 | +40.4% | 0.00% | 0.0% |
Q3 2016 | $233,000 | +870.8% | 4,046 | +803.1% | 0.00% | – |
Q2 2016 | $24,000 | – | 448 | – | 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% |