SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 135 filers reported holding SCHWAB STRATEGIC TR in Q4 2013. The put-call ratio across all filers is 2.42 and the average weighting 1.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2022 | $41 | -99.9% | 1 | -99.9% | 0.00% | – |
Q3 2022 | $45,000 | -4.3% | 1,200 | 0.0% | 0.00% | – |
Q2 2022 | $47,000 | -17.5% | 1,200 | 0.0% | 0.00% | – |
Q1 2022 | $57,000 | -6.6% | 1,200 | +100.0% | 0.00% | – |
Q4 2021 | $61,000 | +1.7% | 600 | 0.0% | 0.00% | – |
Q3 2021 | $60,000 | -59.5% | 600 | -57.5% | 0.00% | – |
Q2 2021 | $148,000 | -31.5% | 1,413 | -34.8% | 0.00% | – |
Q1 2021 | $216,000 | +170.0% | 2,166 | +140.7% | 0.00% | – |
Q4 2020 | $80,000 | +95.1% | 900 | +50.0% | 0.00% | – |
Q3 2020 | $41,000 | -54.9% | 600 | -56.8% | 0.00% | – |
Q2 2020 | $91,000 | +193.5% | 1,390 | +131.7% | 0.00% | – |
Q1 2020 | $31,000 | -31.1% | 600 | 0.0% | 0.00% | – |
Q4 2019 | $45,000 | +7.1% | 600 | -3.1% | 0.00% | – |
Q3 2019 | $42,000 | 0.0% | 619 | +3.2% | 0.00% | – |
Q2 2019 | $42,000 | +2.4% | 600 | 0.0% | 0.00% | – |
Q1 2019 | $41,000 | -24.1% | 600 | -33.3% | 0.00% | – |
Q4 2018 | $54,000 | -93.8% | 900 | -92.1% | 0.00% | – |
Q3 2018 | $865,000 | +206.7% | 11,349 | +195.9% | 0.00% | – |
Q2 2018 | $282,000 | +587.8% | 3,836 | +539.3% | 0.00% | – |
Q1 2018 | $41,000 | -79.4% | 600 | -83.4% | 0.00% | – |
Q4 2014 | $199,000 | +7.0% | 3,625 | 0.0% | 0.00% | – |
Q3 2014 | $186,000 | -63.7% | 3,625 | -61.4% | 0.00% | – |
Q2 2014 | $513,000 | -17.1% | 9,382 | -18.8% | 0.00% | – |
Q1 2014 | $619,000 | +225.8% | 11,555 | +218.8% | 0.00% | – |
Q4 2013 | $190,000 | +9.2% | 3,625 | 0.0% | 0.00% | – |
Q3 2013 | $174,000 | – | 3,625 | – | 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% |