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 2019 | $395,000 | +7.0% | 5,218 | -1.3% | 0.08% | -4.5% |
| Q3 2019 | $369,000 | -71.6% | 5,286 | -70.9% | 0.09% | -71.3% |
| Q2 2019 | $1,299,000 | -23.8% | 18,168 | -25.4% | 0.31% | -30.3% |
| Q1 2019 | $1,704,000 | +5.6% | 24,370 | -8.4% | 0.44% | -9.6% |
| Q4 2018 | $1,614,000 | -24.3% | 26,605 | -5.0% | 0.49% | -1.4% |
| Q3 2018 | $2,132,000 | +2.7% | 27,991 | -0.8% | 0.50% | -10.7% |
| Q2 2018 | $2,076,000 | +5.6% | 28,215 | -0.8% | 0.56% | +3.7% |
| Q1 2018 | $1,966,000 | -54.9% | 28,438 | -54.5% | 0.54% | -55.3% |
| Q4 2017 | $4,355,000 | +92.0% | 62,451 | +85.5% | 1.20% | +75.7% |
| Q3 2017 | $2,268,000 | -0.9% | 33,666 | -6.0% | 0.69% | -6.0% |
| Q2 2017 | $2,289,000 | -36.4% | 35,813 | -37.4% | 0.73% | -37.0% |
| Q1 2017 | $3,601,000 | +59.1% | 57,183 | +55.3% | 1.16% | +46.6% |
| Q4 2016 | $2,264,000 | +37.3% | 36,831 | +28.5% | 0.79% | +33.4% |
| Q3 2016 | $1,649,000 | +2.9% | 28,659 | -3.4% | 0.59% | +2.6% |
| Q2 2016 | $1,603,000 | -24.9% | 29,670 | -27.7% | 0.58% | -25.7% |
| Q1 2016 | $2,135,000 | -4.7% | 41,017 | -4.7% | 0.78% | -7.2% |
| Q4 2015 | $2,241,000 | +9.9% | 43,024 | +7.2% | 0.84% | +13.1% |
| Q3 2015 | $2,039,000 | -11.8% | 40,148 | -0.2% | 0.74% | -3.6% |
| Q2 2015 | $2,311,000 | +2.4% | 40,214 | +2.6% | 0.77% | +4.1% |
| Q1 2015 | $2,257,000 | +11.6% | 39,196 | +6.8% | 0.74% | +9.2% |
| Q4 2014 | $2,023,000 | +9.9% | 36,706 | +2.5% | 0.68% | +2.1% |
| Q3 2014 | $1,840,000 | -5.6% | 35,804 | +0.7% | 0.66% | -5.6% |
| Q2 2014 | $1,949,000 | -24.0% | 35,558 | -25.7% | 0.70% | -20.2% |
| Q1 2014 | $2,565,000 | -12.2% | 47,859 | -14.0% | 0.88% | -13.4% |
| Q4 2013 | $2,921,000 | +175.8% | 55,636 | +153.4% | 1.01% | +144.9% |
| Q3 2013 | $1,059,000 | +9.6% | 21,960 | 0.0% | 0.41% | +6.4% |
| Q2 2013 | $966,000 | – | 21,960 | – | 0.39% | – |
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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% |