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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $99,087 | +28.7% | 2,446 | – | 0.04% | +23.3% |
| Q3 2022 | $77,000 | -18.9% | 0 | -100.0% | 0.03% | -6.2% |
| Q2 2022 | $95,000 | -18.1% | 2,446 | 0.0% | 0.03% | -8.6% |
| Q1 2022 | $116,000 | -2.5% | 2,446 | +106.2% | 0.04% | -2.8% |
| Q3 2021 | $119,000 | -4.0% | 1,186 | 0.0% | 0.04% | -2.7% |
| Q2 2021 | $124,000 | +6.0% | 1,186 | -10.0% | 0.04% | -5.1% |
| Q4 2020 | $117,000 | +30.0% | 1,318 | 0.0% | 0.04% | +14.7% |
| Q3 2020 | $90,000 | +23.3% | 1,318 | +17.9% | 0.03% | +17.2% |
| Q2 2020 | $73,000 | +25.9% | 1,118 | 0.0% | 0.03% | +16.0% |
| Q1 2020 | $58,000 | -31.8% | 1,118 | 0.0% | 0.02% | -7.4% |
| Q4 2019 | $85,000 | -11.5% | 1,118 | -18.9% | 0.03% | -15.6% |
| Q3 2019 | $96,000 | -17.9% | 1,378 | -15.7% | 0.03% | -22.0% |
| Q2 2019 | $117,000 | +2.6% | 1,634 | 0.0% | 0.04% | +7.9% |
| Q1 2019 | $114,000 | +8.6% | 1,634 | -5.2% | 0.04% | +5.6% |
| Q4 2018 | $105,000 | -19.8% | 1,724 | 0.0% | 0.04% | -10.0% |
| Q3 2018 | $131,000 | +47.2% | 1,724 | +42.7% | 0.04% | -4.8% |
| Q2 2018 | $89,000 | -28.2% | 1,208 | -32.6% | 0.04% | +7.7% |
| Q1 2018 | $124,000 | -0.8% | 1,791 | +0.1% | 0.04% | 0.0% |
| Q4 2017 | $125,000 | +7.8% | 1,790 | +4.1% | 0.04% | +5.4% |
| Q3 2017 | $116,000 | +9.4% | 1,719 | +4.1% | 0.04% | +2.8% |
| Q2 2017 | $106,000 | +7.1% | 1,652 | +5.1% | 0.04% | +5.9% |
| Q1 2017 | $99,000 | +5.3% | 1,572 | +2.9% | 0.03% | 0.0% |
| Q4 2016 | $94,000 | +6.8% | 1,527 | 0.0% | 0.03% | +9.7% |
| Q3 2016 | $88,000 | +7.3% | 1,527 | 0.0% | 0.03% | +3.3% |
| Q2 2016 | $82,000 | +3.8% | 1,527 | 0.0% | 0.03% | +3.4% |
| Q1 2016 | $79,000 | -8.1% | 1,527 | -7.1% | 0.03% | 0.0% |
| Q4 2015 | $86,000 | +41.0% | 1,643 | +37.1% | 0.03% | +31.8% |
| Q3 2015 | $61,000 | -11.6% | 1,198 | 0.0% | 0.02% | -4.3% |
| Q2 2015 | $69,000 | +1.5% | 1,198 | 0.0% | 0.02% | +4.5% |
| Q1 2015 | $68,000 | -19.0% | 1,198 | -20.2% | 0.02% | -21.4% |
| Q4 2014 | $84,000 | +2.4% | 1,501 | 0.0% | 0.03% | -6.7% |
| Q3 2014 | $82,000 | -25.5% | 1,501 | -25.3% | 0.03% | -26.8% |
| Q2 2014 | $110,000 | +1.9% | 2,010 | 0.0% | 0.04% | -2.4% |
| Q1 2014 | $108,000 | -0.9% | 2,010 | -3.1% | 0.04% | -2.3% |
| Q4 2013 | $109,000 | +0.9% | 2,074 | -7.3% | 0.04% | -8.5% |
| Q3 2013 | $108,000 | +10.2% | 2,237 | 0.0% | 0.05% | +2.2% |
| Q2 2013 | $98,000 | – | 2,237 | – | 0.05% | – |
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% |