SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 827 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is 0.56 and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $502,743 | +1.1% | 12,138 | +6.9% | 0.06% | 0.0% |
Q2 2023 | $497,352 | +27.6% | 11,355 | +22.1% | 0.06% | +15.7% |
Q1 2023 | $389,812 | +121.4% | 9,297 | +114.0% | 0.05% | +96.2% |
Q4 2022 | $176,029 | -17.0% | 4,345 | -22.4% | 0.03% | -25.7% |
Q3 2022 | $212,000 | -51.3% | 5,597 | -49.9% | 0.04% | -50.7% |
Q2 2022 | $435,000 | -36.5% | 11,169 | -22.8% | 0.07% | -31.7% |
Q1 2022 | $685,000 | -1.0% | 14,459 | +113.9% | 0.10% | 0.0% |
Q4 2021 | $692,000 | +33.1% | 6,759 | +30.2% | 0.10% | +20.9% |
Q3 2021 | $520,000 | +0.6% | 5,190 | +4.5% | 0.09% | -4.4% |
Q2 2021 | $517,000 | +39.7% | 4,965 | +33.7% | 0.09% | +25.0% |
Q1 2021 | $370,000 | +12233.3% | 3,714 | +8153.3% | 0.07% | +3500.0% |
Q4 2018 | $3,000 | 0.0% | 45 | 0.0% | 0.00% | 0.0% |
Q3 2018 | $3,000 | 0.0% | 45 | 0.0% | 0.00% | 0.0% |
Q2 2018 | $3,000 | 0.0% | 45 | 0.0% | 0.00% | 0.0% |
Q1 2018 | $3,000 | 0.0% | 45 | 0.0% | 0.00% | 0.0% |
Q4 2017 | $3,000 | 0.0% | 45 | 0.0% | 0.00% | 0.0% |
Q3 2017 | $3,000 | 0.0% | 45 | 0.0% | 0.00% | 0.0% |
Q2 2017 | $3,000 | – | 45 | – | 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% |