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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $92,000 | +7.0% | 895 | +3.9% | 0.01% | 0.0% |
| Q3 2021 | $86,000 | +13.2% | 861 | +18.3% | 0.01% | +16.7% |
| Q2 2021 | $76,000 | +1.3% | 728 | -3.2% | 0.01% | -14.3% |
| Q1 2021 | $75,000 | +27.1% | 752 | +12.6% | 0.01% | +16.7% |
| Q4 2020 | $59,000 | +28.3% | 668 | 0.0% | 0.01% | +20.0% |
| Q3 2020 | $46,000 | -59.6% | 668 | -61.7% | 0.01% | -61.5% |
| Q2 2020 | $114,000 | +21.3% | 1,742 | -4.7% | 0.01% | -7.1% |
| Q1 2020 | $94,000 | -43.7% | 1,828 | -17.1% | 0.01% | -26.3% |
| Q4 2019 | $167,000 | -2.9% | 2,206 | -10.7% | 0.02% | -9.5% |
| Q3 2019 | $172,000 | +53.6% | 2,471 | +57.9% | 0.02% | +50.0% |
| Q2 2019 | $112,000 | -65.0% | 1,565 | -65.8% | 0.01% | -66.7% |
| Q1 2019 | $320,000 | +27.5% | 4,578 | +10.7% | 0.04% | +13.5% |
| Q4 2018 | $251,000 | -52.2% | 4,135 | -40.0% | 0.04% | -47.1% |
| Q3 2018 | $525,000 | +707.7% | 6,895 | +675.6% | 0.07% | +677.8% |
| Q2 2018 | $65,000 | +6.6% | 889 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $61,000 | -1.6% | 889 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $62,000 | +3.3% | 889 | 0.0% | 0.01% | 0.0% |
| Q3 2017 | $60,000 | +3.4% | 889 | -2.3% | 0.01% | 0.0% |
| Q2 2017 | $58,000 | +1.8% | 910 | 0.0% | 0.01% | 0.0% |
| Q1 2017 | $57,000 | +280.0% | 910 | +279.2% | 0.01% | +200.0% |
| Q4 2016 | $15,000 | +15.4% | 240 | +1.3% | 0.00% | +50.0% |
| Q2 2016 | $13,000 | -69.8% | 237 | -68.4% | 0.00% | -75.0% |
| Q1 2015 | $43,000 | – | 750 | – | 0.01% | – |
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% |