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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $303,795 | +6.4% | 6,810 | 0.0% | 0.02% | +4.5% |
| Q1 2023 | $285,544 | +3.5% | 6,810 | 0.0% | 0.02% | 0.0% |
| Q4 2022 | $275,873 | +6.9% | 6,810 | 0.0% | 0.02% | -4.3% |
| Q3 2022 | $258,000 | -4.4% | 6,810 | -1.5% | 0.02% | 0.0% |
| Q2 2022 | $270,000 | -5.3% | 6,916 | +15.0% | 0.02% | +4.5% |
| Q1 2022 | $285,000 | +37.7% | 6,016 | +198.0% | 0.02% | +46.7% |
| Q4 2021 | $207,000 | +2.5% | 2,019 | 0.0% | 0.02% | -6.2% |
| Q3 2021 | $202,000 | -3.8% | 2,019 | 0.0% | 0.02% | -5.9% |
| Q2 2021 | $210,000 | -0.9% | 2,019 | -5.1% | 0.02% | -5.6% |
| Q1 2021 | $212,000 | -85.4% | 2,128 | -88.9% | 0.02% | -89.2% |
| Q4 2019 | $1,448,000 | +3.4% | 19,145 | -4.7% | 0.17% | -7.3% |
| Q3 2019 | $1,400,000 | +1.2% | 20,083 | +3.7% | 0.18% | -2.2% |
| Q2 2019 | $1,384,000 | +8.4% | 19,366 | +6.1% | 0.18% | +3.4% |
| Q1 2019 | $1,277,000 | +76.9% | 18,258 | +53.4% | 0.18% | +56.6% |
| Q4 2018 | $722,000 | -19.4% | 11,900 | +1.1% | 0.11% | -15.0% |
| Q3 2018 | $896,000 | +4.4% | 11,765 | +0.9% | 0.13% | +0.8% |
| Q2 2018 | $858,000 | +4.3% | 11,656 | -1.3% | 0.13% | +1.5% |
| Q4 2017 | $823,000 | +34.9% | 11,807 | +30.4% | 0.13% | +28.7% |
| Q3 2017 | $610,000 | +8.3% | 9,055 | +2.7% | 0.10% | +3.1% |
| Q2 2017 | $563,000 | +6.0% | 8,814 | +4.6% | 0.10% | +1.0% |
| Q1 2017 | $531,000 | +21.5% | 8,428 | +18.5% | 0.10% | +15.5% |
| Q4 2016 | $437,000 | – | 7,112 | – | 0.08% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Strategic Financial Planning, Inc. | 301,624 | $12,647,105 | 11.56% |
| MONEYWISE, INC. | 418,944 | $17,566,336 | 11.36% |
| Financial Advisors, LLC | 934,943 | $39,202,142 | 9.93% |
| RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 712,588 | $29,878,802 | 9.58% |
| FIDELIS iM, LLC | 368,904 | $15,468,149 | 9.23% |
| Mokosak Advisory Group, LLC | 470,550 | $19,731,715 | 8.41% |
| Ascension Capital Advisors, Inc. | 241,825 | $10,139,725 | 7.83% |
| MERIDIAN MANAGEMENT CO | 508,516 | $21,322,076 | 6.99% |
| Marcum Wealth, LLC | 1,271,131 | $53,298,536 | 6.65% |
| Waterford Advisors, LLC | 291,287 | $12,214 | 6.61% |