SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 594 filers reported holding SCHWAB STRATEGIC TR in Q3 2019. The put-call ratio across all filers is 1.59 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,209,256 | -9.6% | 174,053 | -4.4% | 0.01% | -7.7% |
| Q2 2023 | $7,974,104 | +8.8% | 182,057 | +4.1% | 0.01% | +8.3% |
| Q1 2023 | $7,329,489 | +4.3% | 174,803 | +0.8% | 0.01% | 0.0% |
| Q4 2022 | $7,028,608 | +8.8% | 173,499 | +1.5% | 0.01% | 0.0% |
| Q3 2022 | $6,459,000 | +2.3% | 170,860 | +5.6% | 0.01% | +9.1% |
| Q2 2022 | $6,315,000 | -19.0% | 161,831 | -1.7% | 0.01% | -8.3% |
| Q1 2022 | $7,800,000 | -7.8% | 164,689 | +99.4% | 0.01% | 0.0% |
| Q4 2021 | $8,457,000 | +3.0% | 82,586 | +0.7% | 0.01% | 0.0% |
| Q3 2021 | $8,208,000 | -8.5% | 81,994 | -4.8% | 0.01% | -14.3% |
| Q2 2021 | $8,969,000 | -1.2% | 86,093 | -5.5% | 0.01% | -6.7% |
| Q1 2021 | $9,081,000 | +9.3% | 91,109 | -2.4% | 0.02% | 0.0% |
| Q4 2020 | $8,310,000 | +22.8% | 93,374 | -5.8% | 0.02% | +7.1% |
| Q3 2020 | $6,769,000 | -4.9% | 99,082 | -9.0% | 0.01% | -12.5% |
| Q2 2020 | $7,118,000 | -15.2% | 108,930 | -33.2% | 0.02% | -20.0% |
| Q1 2020 | $8,395,000 | +388.6% | 162,951 | +617.3% | 0.02% | +566.7% |
| Q4 2019 | $1,718,000 | +217.0% | 22,716 | +192.4% | 0.00% | +200.0% |
| Q3 2019 | $542,000 | -20.5% | 7,770 | -18.6% | 0.00% | -50.0% |
| Q2 2019 | $682,000 | +2.1% | 9,548 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $668,000 | +9.0% | 9,548 | -5.5% | 0.00% | 0.0% |
| Q4 2018 | $613,000 | – | 10,105 | – | 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% |