SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 920 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is 0.68 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $434 | -99.9% | 10,488 | +1.8% | 0.22% | -1.8% |
| Q2 2023 | $451,271 | +4.5% | 10,303 | 0.0% | 0.22% | 0.0% |
| Q1 2023 | $432,005 | +110387.2% | 10,303 | +6.6% | 0.22% | +7.4% |
| Q4 2022 | $391 | -99.9% | 9,662 | +10.6% | 0.20% | +14.0% |
| Q3 2022 | $330,000 | +2.2% | 8,733 | +5.3% | 0.18% | +5.9% |
| Q2 2022 | $323,000 | -25.9% | 8,293 | -9.9% | 0.17% | -14.2% |
| Q1 2022 | $436,000 | -10.3% | 9,208 | +94.1% | 0.20% | +10.1% |
| Q4 2021 | $486,000 | +14.1% | 4,744 | +11.5% | 0.18% | +8.5% |
| Q3 2021 | $426,000 | -7.0% | 4,254 | -3.2% | 0.16% | -8.3% |
| Q2 2021 | $458,000 | +2.0% | 4,393 | -2.6% | 0.18% | -6.2% |
| Q1 2021 | $449,000 | +3.0% | 4,508 | -7.9% | 0.19% | -5.4% |
| Q4 2020 | $436,000 | +30.1% | 4,894 | -0.3% | 0.20% | +10.3% |
| Q3 2020 | $335,000 | -1.5% | 4,909 | -5.6% | 0.18% | -5.2% |
| Q2 2020 | $340,000 | +87.8% | 5,199 | +48.1% | 0.19% | +56.5% |
| Q1 2020 | $181,000 | -42.0% | 3,511 | -14.8% | 0.12% | -29.5% |
| Q4 2019 | $312,000 | +28.4% | 4,121 | +18.1% | 0.18% | +23.1% |
| Q3 2019 | $243,000 | +13.6% | 3,488 | +16.6% | 0.14% | +11.7% |
| Q2 2019 | $214,000 | +4.4% | 2,991 | +2.0% | 0.13% | 0.0% |
| Q1 2019 | $205,000 | -99.9% | 2,933 | +3.9% | 0.13% | +4.9% |
| Q4 2018 | $171,360,000 | -10.4% | 2,824 | +12.5% | 0.12% | +10.9% |
| Q3 2018 | $191,187,000 | +3.0% | 2,510 | -0.6% | 0.11% | -2.7% |
| Q2 2018 | $185,691,000 | +10.7% | 2,524 | +4.0% | 0.11% | +14.1% |
| Q1 2018 | $167,709,000 | +24.5% | 2,426 | +21.3% | 0.10% | +23.8% |
| Q3 2017 | $134,740,000 | +3.6% | 2,000 | -1.7% | 0.08% | +1.3% |
| Q2 2017 | $130,057,000 | +20.0% | 2,035 | +18.2% | 0.08% | +17.9% |
| Q1 2017 | $108,389,000 | +0.9% | 1,721 | -1.5% | 0.07% | -6.9% |
| Q4 2016 | $107,467,000 | -2.0% | 1,748 | -8.2% | 0.07% | -5.3% |
| Q3 2016 | $109,633,000 | +57.8% | 1,905 | +48.1% | 0.08% | +52.0% |
| Q2 2016 | $69,483,000 | +90.2% | 1,286 | +83.2% | 0.05% | +78.6% |
| Q1 2016 | $36,532,000 | +14.4% | 702 | +14.5% | 0.03% | +12.0% |
| Q4 2015 | $31,928,000 | +65.4% | 613 | +61.3% | 0.02% | +56.2% |
| Q3 2015 | $19,300,000 | +97.5% | 380 | +123.5% | 0.02% | +128.6% |
| Q2 2015 | $9,772,000 | +239.4% | 170 | +240.0% | 0.01% | +250.0% |
| Q1 2015 | $2,879,000 | +4.5% | 50 | 0.0% | 0.00% | 0.0% |
| Q4 2014 | $2,756,000 | +7.2% | 50 | 0.0% | 0.00% | 0.0% |
| Q3 2014 | $2,570,000 | – | 50 | – | 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% |