SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 697 filers reported holding SCHWAB STRATEGIC TR in Q4 2019. The put-call ratio across all filers is 1.60 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $352,816 | -0.2% | 8,518 | +5.6% | 0.05% | +4.3% |
| Q2 2023 | $353,378 | +4.5% | 8,068 | 0.0% | 0.05% | 0.0% |
| Q1 2023 | $338,000 | +103900.0% | 8,068 | +0.5% | 0.05% | +4.4% |
| Q4 2022 | $325 | -99.9% | 8,028 | +0.0% | 0.04% | 0.0% |
| Q3 2022 | $303,000 | -17.4% | 8,024 | -14.9% | 0.04% | -11.8% |
| Q2 2022 | $367,000 | -17.7% | 9,424 | 0.0% | 0.05% | 0.0% |
| Q1 2022 | $446,000 | +0.9% | 9,424 | +118.6% | 0.05% | +4.1% |
| Q4 2021 | $442,000 | +11.3% | 4,312 | +8.8% | 0.05% | +4.3% |
| Q3 2021 | $397,000 | -5.5% | 3,962 | -1.7% | 0.05% | -4.1% |
| Q2 2021 | $420,000 | +4.5% | 4,032 | 0.0% | 0.05% | -2.0% |
| Q1 2021 | $402,000 | +12.0% | 4,032 | 0.0% | 0.05% | +4.2% |
| Q4 2020 | $359,000 | +30.5% | 4,032 | 0.0% | 0.05% | +14.3% |
| Q3 2020 | $275,000 | +4.6% | 4,032 | 0.0% | 0.04% | -2.3% |
| Q2 2020 | $263,000 | +28.3% | 4,032 | +1.1% | 0.04% | +10.3% |
| Q1 2020 | $205,000 | -40.1% | 3,987 | -11.7% | 0.04% | -22.0% |
| Q4 2019 | $342,000 | +17.5% | 4,517 | +8.3% | 0.05% | +8.7% |
| Q3 2019 | $291,000 | +6.2% | 4,172 | +8.7% | 0.05% | +4.5% |
| Q2 2019 | $274,000 | +2.2% | 3,837 | 0.0% | 0.04% | 0.0% |
| Q1 2019 | $268,000 | +15.0% | 3,837 | 0.0% | 0.04% | +4.8% |
| Q4 2018 | $233,000 | -20.2% | 3,837 | 0.0% | 0.04% | -6.7% |
| Q3 2018 | $292,000 | -3.6% | 3,837 | -6.8% | 0.04% | -10.0% |
| Q2 2018 | $303,000 | +6.3% | 4,119 | 0.0% | 0.05% | +6.4% |
| Q1 2018 | $285,000 | +1.4% | 4,119 | +2.2% | 0.05% | +6.8% |
| Q4 2017 | $281,000 | +3.7% | 4,029 | 0.0% | 0.04% | 0.0% |
| Q3 2017 | $271,000 | – | 4,029 | – | 0.04% | – |
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% |