SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 918 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is 0.15 and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2020 | $273,000 | +30.6% | 3,062 | 0.0% | 0.01% | +16.7% |
Q3 2020 | $209,000 | -19.3% | 3,062 | -10.7% | 0.01% | -25.0% |
Q4 2019 | $259,000 | +8.4% | 3,428 | 0.0% | 0.01% | 0.0% |
Q3 2019 | $239,000 | -2.4% | 3,428 | 0.0% | 0.01% | 0.0% |
Q2 2019 | $245,000 | +2.1% | 3,428 | -0.0% | 0.01% | 0.0% |
Q1 2019 | $240,000 | +11.1% | 3,429 | -3.5% | 0.01% | 0.0% |
Q4 2018 | $216,000 | -20.3% | 3,552 | 0.0% | 0.01% | -11.1% |
Q3 2018 | $271,000 | +3.8% | 3,552 | 0.0% | 0.01% | 0.0% |
Q2 2018 | $261,000 | +6.1% | 3,552 | 0.0% | 0.01% | 0.0% |
Q1 2018 | $246,000 | -10.5% | 3,552 | -9.9% | 0.01% | 0.0% |
Q4 2017 | $275,000 | +34.1% | 3,942 | +29.6% | 0.01% | +28.6% |
Q3 2017 | $205,000 | – | 3,042 | – | 0.01% | – |
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% |