SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 829 filers reported holding SCHWAB STRATEGIC TR in Q2 2021. The put-call ratio across all filers is 0.25 and the average weighting 0.7%.
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. | 301,624 | $12,647,105 | 11.56% |
| MONEYWISE, INC. | 418,944 | $17,566,336 | 11.36% |
| Financial Advisors, LLC | 934,943 | $39,202,142 | 9.93% |
| RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 712,588 | $29,878,802 | 9.58% |
| FIDELIS iM, LLC | 368,904 | $15,468,149 | 9.23% |
| Mokosak Advisory Group, LLC | 470,550 | $19,731,715 | 8.41% |
| Ascension Capital Advisors, Inc. | 241,825 | $10,139,725 | 7.83% |
| MERIDIAN MANAGEMENT CO | 508,516 | $21,322,076 | 6.99% |
| Marcum Wealth, LLC | 1,271,131 | $53,298,536 | 6.65% |
| Waterford Advisors, LLC | 291,287 | $12,214 | 6.61% |