SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 581 filers reported holding SCHWAB STRATEGIC TR in Q1 2019. The put-call ratio across all filers is 3.35 and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $406 | -2.6% | 9,800 | +3.0% | 0.06% | +1.6% |
Q2 2023 | $417 | +5.3% | 9,517 | +0.7% | 0.06% | +1.6% |
Q1 2023 | $396 | +4.5% | 9,447 | +1.0% | 0.06% | -1.6% |
Q4 2022 | $379 | -99.9% | 9,352 | +4.6% | 0.06% | 0.0% |
Q3 2022 | $338,000 | +3.0% | 8,943 | +6.3% | 0.06% | +6.8% |
Q2 2022 | $328,000 | -18.4% | 8,413 | -0.9% | 0.06% | -18.1% |
Q1 2022 | $402,000 | -8.6% | 8,493 | +97.8% | 0.07% | -14.3% |
Q4 2021 | $440,000 | +7.6% | 4,293 | +4.9% | 0.08% | -2.3% |
Q3 2021 | $409,000 | -3.5% | 4,091 | +0.5% | 0.09% | -5.5% |
Q2 2021 | $424,000 | -3.4% | 4,072 | -7.6% | 0.09% | -12.5% |
Q1 2021 | $439,000 | +10.9% | 4,406 | -1.0% | 0.10% | +7.2% |
Q4 2020 | $396,000 | +37.5% | 4,450 | +5.7% | 0.10% | +26.0% |
Q3 2020 | $288,000 | +5.5% | 4,211 | +0.7% | 0.08% | -2.5% |
Q2 2020 | $273,000 | +20.8% | 4,183 | -4.7% | 0.08% | +11.3% |
Q1 2020 | $226,000 | -31.5% | 4,390 | +0.6% | 0.07% | -14.5% |
Q4 2019 | $330,000 | +17.4% | 4,362 | +8.1% | 0.08% | +15.3% |
Q3 2019 | $281,000 | -2.1% | 4,036 | +0.3% | 0.07% | -5.3% |
Q2 2019 | $287,000 | +2.9% | 4,022 | +0.8% | 0.08% | +11.8% |
Q1 2019 | $279,000 | +31.0% | 3,989 | +42.4% | 0.07% | +9.7% |
Q3 2018 | $213,000 | +3.4% | 2,801 | +0.1% | 0.06% | -19.5% |
Q2 2018 | $206,000 | – | 2,799 | – | 0.08% | – |
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% |