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 | $2,064,517 | -2.8% | 49,843 | +2.7% | 0.01% | 0.0% |
| Q2 2023 | $2,124,822 | +7.3% | 48,512 | +2.7% | 0.01% | 0.0% |
| Q1 2023 | $1,980,327 | +60.1% | 47,229 | +54.7% | 0.01% | +60.0% |
| Q4 2022 | $1,236,912 | +17.7% | 30,534 | +9.9% | 0.01% | 0.0% |
| Q3 2022 | $1,051,000 | +25.0% | 27,796 | +28.8% | 0.01% | +25.0% |
| Q2 2022 | $841,000 | -23.7% | 21,581 | -7.3% | 0.00% | 0.0% |
| Q1 2022 | $1,102,000 | +1.8% | 23,272 | +120.3% | 0.00% | +33.3% |
| Q4 2021 | $1,082,000 | +209.1% | 10,565 | +202.5% | 0.00% | +200.0% |
| Q3 2021 | $350,000 | +6.1% | 3,492 | +10.1% | 0.00% | 0.0% |
| Q2 2021 | $330,000 | +153.8% | 3,172 | +144.2% | 0.00% | – |
| Q1 2021 | $130,000 | +4.8% | 1,299 | -7.0% | 0.00% | – |
| Q4 2020 | $124,000 | -46.3% | 1,397 | -58.8% | 0.00% | -100.0% |
| Q3 2020 | $231,000 | +413.3% | 3,388 | +393.2% | 0.00% | – |
| Q2 2020 | $45,000 | +9.8% | 687 | -14.2% | 0.00% | – |
| Q1 2020 | $41,000 | -42.3% | 801 | -14.6% | 0.00% | – |
| Q4 2019 | $71,000 | +7.6% | 938 | -0.2% | 0.00% | – |
| Q3 2019 | $66,000 | -1.5% | 940 | 0.0% | 0.00% | – |
| Q2 2019 | $67,000 | -15.2% | 940 | -17.0% | 0.00% | – |
| Q1 2019 | $79,000 | -7.1% | 1,133 | -19.2% | 0.00% | -100.0% |
| Q4 2018 | $85,000 | +129.7% | 1,402 | +190.3% | 0.00% | – |
| Q3 2018 | $37,000 | +2.8% | 483 | 0.0% | 0.00% | – |
| Q2 2018 | $36,000 | +71.4% | 483 | +56.8% | 0.00% | – |
| Q1 2018 | $21,000 | – | 308 | – | 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% |