SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 827 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is 0.56 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $101,680 | -84.3% | 2,510 | -85.4% | 0.02% | -85.1% |
| Q3 2022 | $649,000 | -3.7% | 17,180 | -0.6% | 0.10% | 0.0% |
| Q2 2022 | $674,000 | -17.6% | 17,276 | +0.0% | 0.10% | -1.0% |
| Q1 2022 | $818,000 | -49.7% | 17,270 | +8.8% | 0.10% | -50.7% |
| Q4 2021 | $1,626,000 | +3.2% | 15,876 | +0.8% | 0.21% | +4.0% |
| Q3 2021 | $1,576,000 | -3.1% | 15,745 | +0.8% | 0.20% | -2.9% |
| Q2 2021 | $1,626,000 | +4.4% | 15,616 | -0.1% | 0.20% | 0.0% |
| Q1 2021 | $1,557,000 | +107.6% | 15,627 | +85.4% | 0.20% | +78.3% |
| Q4 2020 | $750,000 | +14.0% | 8,427 | -12.5% | 0.12% | +1.8% |
| Q3 2020 | $658,000 | +4.6% | 9,632 | 0.0% | 0.11% | +0.9% |
| Q2 2020 | $629,000 | +26.8% | 9,632 | 0.0% | 0.11% | +12.0% |
| Q1 2020 | $496,000 | -32.1% | 9,632 | -0.2% | 0.10% | +13.6% |
| Q4 2019 | $730,000 | +10.3% | 9,656 | +1.7% | 0.09% | +23.9% |
| Q3 2019 | $662,000 | -2.4% | 9,496 | +0.1% | 0.07% | -2.7% |
| Q2 2019 | $678,000 | +3.5% | 9,486 | +1.3% | 0.07% | +10.6% |
| Q1 2019 | $655,000 | +15.3% | 9,366 | 0.0% | 0.07% | +4.8% |
| Q4 2018 | $568,000 | -19.0% | 9,366 | +1.7% | 0.06% | +3.3% |
| Q3 2018 | $701,000 | +0.4% | 9,206 | -3.0% | 0.06% | +1.7% |
| Q2 2018 | $698,000 | -4.1% | 9,486 | -10.0% | 0.06% | -9.1% |
| Q1 2018 | $728,000 | +180.0% | 10,535 | +182.1% | 0.07% | +200.0% |
| Q4 2017 | $260,000 | – | 3,735 | 0.0% | 0.02% | – |
| Q3 2017 | $0 | -100.0% | 3,735 | +1.1% | 0.00% | -100.0% |
| Q2 2017 | $236,000 | +6.8% | 3,695 | +5.1% | 0.02% | +5.0% |
| Q1 2017 | $221,000 | +2.3% | 3,515 | 0.0% | 0.02% | +42.9% |
| Q4 2016 | $216,000 | +4.9% | 3,515 | -1.8% | 0.01% | 0.0% |
| Q3 2016 | $206,000 | – | 3,578 | – | 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% |