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 2022 | $33,000 | -2.9% | 878 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $34,000 | -34.6% | 878 | -20.5% | 0.00% | -50.0% |
| Q1 2022 | $52,000 | -24.6% | 1,104 | +63.8% | 0.00% | 0.0% |
| Q4 2021 | $69,000 | +3.0% | 674 | 0.0% | 0.00% | -33.3% |
| Q3 2021 | $67,000 | +45.7% | 674 | +53.5% | 0.00% | +50.0% |
| Q2 2021 | $46,000 | +253.8% | 439 | +237.7% | 0.00% | +100.0% |
| Q1 2021 | $13,000 | +8.3% | 130 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $12,000 | +33.3% | 130 | 0.0% | 0.00% | – |
| Q3 2020 | $9,000 | -25.0% | 130 | -31.6% | 0.00% | -100.0% |
| Q2 2020 | $12,000 | -25.0% | 190 | -40.3% | 0.00% | 0.0% |
| Q1 2020 | $16,000 | -33.3% | 318 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $24,000 | +9.1% | 318 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $22,000 | -4.3% | 318 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $23,000 | +4.5% | 318 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $22,000 | +15.8% | 318 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $19,000 | -20.8% | 318 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $24,000 | -35.1% | 318 | -36.1% | 0.00% | -50.0% |
| Q2 2018 | $37,000 | +68.2% | 498 | +56.6% | 0.00% | +100.0% |
| Q1 2018 | $22,000 | 0.0% | 318 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $22,000 | +4.8% | 318 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $21,000 | – | 318 | – | 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% |