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 | $360,000 | +407.0% | 3,513 | +396.9% | 0.02% | +316.7% |
| Q3 2021 | $71,000 | -35.5% | 707 | -33.1% | 0.01% | -33.3% |
| Q2 2021 | $110,000 | +69.2% | 1,057 | +63.1% | 0.01% | +50.0% |
| Q1 2021 | $65,000 | +47.7% | 648 | 0.0% | 0.01% | +20.0% |
| Q3 2020 | $44,000 | -40.5% | 648 | -33.7% | 0.01% | -44.4% |
| Q4 2019 | $74,000 | +39.6% | 978 | +28.3% | 0.01% | +28.6% |
| Q3 2019 | $53,000 | -30.3% | 762 | -28.0% | 0.01% | -30.0% |
| Q2 2019 | $76,000 | +20.6% | 1,058 | +16.8% | 0.01% | +11.1% |
| Q1 2019 | $63,000 | +5.0% | 906 | -9.1% | 0.01% | -10.0% |
| Q4 2018 | $60,000 | -27.7% | 997 | -8.4% | 0.01% | -9.1% |
| Q3 2018 | $83,000 | +453.3% | 1,088 | +418.1% | 0.01% | +450.0% |
| Q2 2018 | $15,000 | -6.2% | 210 | -10.6% | 0.00% | 0.0% |
| Q1 2018 | $16,000 | -68.6% | 235 | -68.0% | 0.00% | -71.4% |
| Q4 2017 | $51,000 | -32.9% | 735 | -49.3% | 0.01% | -53.3% |
| Q4 2015 | $76,000 | -1.3% | 1,450 | -4.9% | 0.02% | 0.0% |
| Q3 2015 | $77,000 | -74.8% | 1,525 | -71.3% | 0.02% | -72.7% |
| Q2 2015 | $305,000 | -57.4% | 5,310 | -57.3% | 0.06% | -59.3% |
| Q1 2015 | $716,000 | -70.1% | 12,430 | -71.4% | 0.14% | -71.5% |
| Q4 2014 | $2,397,000 | -53.0% | 43,495 | -56.1% | 0.47% | -57.0% |
| Q3 2014 | $5,096,000 | +2.8% | 99,135 | +9.6% | 1.10% | +0.4% |
| Q2 2014 | $4,956,000 | +29.7% | 90,415 | +26.9% | 1.10% | +21.8% |
| Q1 2014 | $3,820,000 | +3645.1% | 71,275 | +3583.5% | 0.90% | +3508.0% |
| Q4 2013 | $102,000 | +436.8% | 1,935 | +402.6% | 0.02% | +400.0% |
| Q3 2013 | $19,000 | +11.8% | 385 | 0.0% | 0.01% | 0.0% |
| Q2 2013 | $17,000 | – | 385 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| MONEYWISE, INC. | 429,490 | $20,341,000 | 13.40% |
| Strategic Financial Planning, Inc. | 293,115 | $13,882,000 | 11.54% |
| Financial Advisors, LLC | 766,284 | $36,291,000 | 11.33% |
| Ascension Capital Advisors, Inc. | 250,304 | $11,854,000 | 9.55% |
| RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 508,673 | $24,091,000 | 8.72% |
| FIDELIS iM, LLC | 304,946 | $14,442,000 | 8.49% |
| Mokosak Advisory Group, LLC | 432,932 | $20,505,000 | 8.31% |
| Marcum Wealth, LLC | 1,187,645 | $56,247,000 | 7.76% |
| MARSHALL FINANCIAL GROUP INC /ADV | 375,734 | $17,795,000 | 7.10% |
| Charles Schwab Investment Advisory, Inc. | 93,500,710 | $4,428,193,000 | 7.04% |