SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 932 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is 0.47 and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $122,603 | -5.4% | 2,960 | 0.0% | 0.01% | 0.0% |
Q2 2023 | $129,648 | -3.4% | 2,960 | -7.5% | 0.01% | 0.0% |
Q1 2023 | $134,176 | +3.5% | 3,200 | 0.0% | 0.01% | 0.0% |
Q4 2022 | $129,632 | +7.1% | 3,200 | 0.0% | 0.01% | 0.0% |
Q3 2022 | $121,000 | -16.6% | 3,200 | -14.0% | 0.01% | -16.7% |
Q2 2022 | $145,000 | -4.6% | 3,719 | +16.2% | 0.01% | 0.0% |
Q1 2022 | $152,000 | -21.2% | 3,200 | +70.1% | 0.01% | -14.3% |
Q4 2021 | $193,000 | +20.6% | 1,881 | +17.6% | 0.01% | 0.0% |
Q3 2021 | $160,000 | -4.2% | 1,600 | 0.0% | 0.01% | 0.0% |
Q2 2021 | $167,000 | +5.0% | 1,600 | 0.0% | 0.01% | -12.5% |
Q1 2021 | $159,000 | +67.4% | 1,600 | +49.3% | 0.01% | +60.0% |
Q4 2020 | $95,000 | +30.1% | 1,072 | 0.0% | 0.01% | +25.0% |
Q3 2020 | $73,000 | +4.3% | 1,072 | 0.0% | 0.00% | -20.0% |
Q2 2020 | $70,000 | – | 1,072 | – | 0.01% | – |
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% |