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 | $2,468,135 | -5.9% | 59,588 | -0.5% | 0.45% | +1.3% |
| Q2 2023 | $2,623,533 | -1.2% | 59,898 | -5.4% | 0.45% | -7.1% |
| Q1 2023 | $2,655,972 | -1.6% | 63,343 | -5.0% | 0.48% | -6.6% |
| Q4 2022 | $2,700,073 | +6.4% | 66,652 | -0.7% | 0.52% | -1.5% |
| Q3 2022 | $2,538,000 | -3.4% | 67,155 | -0.3% | 0.52% | +5.9% |
| Q2 2022 | $2,627,000 | -20.1% | 67,370 | -2.9% | 0.50% | -8.3% |
| Q1 2022 | $3,286,000 | -7.7% | 69,382 | +99.6% | 0.54% | +1.7% |
| Q4 2021 | $3,559,000 | +1.1% | 34,756 | -1.2% | 0.53% | -7.5% |
| Q3 2021 | $3,520,000 | -4.1% | 35,161 | -0.2% | 0.57% | -5.3% |
| Q2 2021 | $3,669,000 | +4.5% | 35,221 | -0.0% | 0.61% | -3.0% |
| Q1 2021 | $3,511,000 | +11.9% | 35,230 | -0.0% | 0.62% | +7.2% |
| Q4 2020 | $3,137,000 | +30.5% | 35,243 | +0.2% | 0.58% | +15.4% |
| Q3 2020 | $2,403,000 | +1.8% | 35,178 | -2.6% | 0.50% | -6.7% |
| Q2 2020 | $2,361,000 | – | 36,129 | – | 0.54% | – |
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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% |