SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 1,040 filers reported holding SCHWAB STRATEGIC TR in Q4 2023. The put-call ratio across all filers is 0.75 and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2024 | $27 | +3.8% | 550 | 0.0% | 0.03% | 0.0% |
Q4 2023 | $26 | +13.0% | 550 | 0.0% | 0.03% | 0.0% |
Q3 2023 | $23 | -4.2% | 550 | 0.0% | 0.03% | -3.7% |
Q2 2023 | $24 | +4.3% | 550 | 0.0% | 0.03% | -3.6% |
Q1 2023 | $23 | +4.5% | 550 | 0.0% | 0.03% | +3.7% |
Q4 2022 | $22 | -99.9% | 550 | 0.0% | 0.03% | +3.8% |
Q3 2022 | $21,000 | 0.0% | 550 | 0.0% | 0.03% | 0.0% |
Q2 2022 | $21,000 | -19.2% | 550 | 0.0% | 0.03% | -7.1% |
Q1 2022 | $26,000 | -16.1% | 550 | +84.6% | 0.03% | -9.7% |
Q4 2021 | $31,000 | +3.3% | 298 | 0.0% | 0.03% | -6.1% |
Q3 2021 | $30,000 | 0.0% | 298 | +2.4% | 0.03% | +6.5% |
Q2 2021 | $30,000 | +3.4% | 291 | 0.0% | 0.03% | +24.0% |
Q1 2021 | $29,000 | +11.5% | 291 | 0.0% | 0.02% | +19.0% |
Q4 2020 | $26,000 | +30.0% | 291 | 0.0% | 0.02% | +10.5% |
Q3 2020 | $20,000 | +11.1% | 291 | +5.8% | 0.02% | +11.8% |
Q2 2020 | $18,000 | +28.6% | 275 | 0.0% | 0.02% | +13.3% |
Q1 2020 | $14,000 | -83.7% | 275 | -75.8% | 0.02% | -78.3% |
Q4 2019 | $86,000 | +8.9% | 1,135 | 0.0% | 0.07% | +6.2% |
Q3 2019 | $79,000 | -2.5% | 1,135 | 0.0% | 0.06% | +3.2% |
Q2 2019 | $81,000 | +326.3% | 1,135 | +312.7% | 0.06% | +320.0% |
Q1 2019 | $19,000 | +11.8% | 275 | 0.0% | 0.02% | 0.0% |
Q4 2018 | $17,000 | -19.0% | 275 | 0.0% | 0.02% | -6.2% |
Q3 2018 | $21,000 | – | 275 | – | 0.02% | – |
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% |