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 | $439 | -5.4% | 10,603 | +0.1% | 0.02% | -5.6% |
| Q2 2023 | $464 | +6.9% | 10,590 | +2.3% | 0.02% | 0.0% |
| Q1 2023 | $434 | +3.6% | 10,354 | +0.1% | 0.02% | -5.3% |
| Q4 2022 | $419 | -99.9% | 10,343 | +0.1% | 0.02% | -5.0% |
| Q3 2022 | $390,000 | -3.0% | 10,330 | +0.2% | 0.02% | +5.3% |
| Q2 2022 | $402,000 | -18.6% | 10,314 | -1.0% | 0.02% | -13.6% |
| Q1 2022 | $494,000 | -3.9% | 10,422 | +107.7% | 0.02% | -4.3% |
| Q4 2021 | $514,000 | +3.0% | 5,018 | +0.6% | 0.02% | -8.0% |
| Q3 2021 | $499,000 | -5.5% | 4,989 | -1.5% | 0.02% | -7.4% |
| Q2 2021 | $528,000 | +5.0% | 5,065 | +0.3% | 0.03% | 0.0% |
| Q1 2021 | $503,000 | +12.3% | 5,049 | +0.3% | 0.03% | 0.0% |
| Q4 2020 | $448,000 | +31.0% | 5,034 | +0.5% | 0.03% | +17.4% |
| Q3 2020 | $342,000 | +56.9% | 5,009 | +49.8% | 0.02% | +43.8% |
| Q2 2020 | $218,000 | +183.1% | 3,343 | +125.1% | 0.02% | +128.6% |
| Q1 2020 | $77,000 | -31.2% | 1,485 | 0.0% | 0.01% | -12.5% |
| Q4 2019 | $112,000 | +7.7% | 1,485 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $104,000 | -8.0% | 1,485 | -5.9% | 0.01% | -11.1% |
| Q2 2019 | $113,000 | +2.7% | 1,578 | 0.0% | 0.01% | -10.0% |
| Q1 2019 | $110,000 | +14.6% | 1,578 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $96,000 | -12.7% | 1,578 | +8.8% | 0.01% | 0.0% |
| Q3 2018 | $110,000 | +2.8% | 1,450 | 0.0% | 0.01% | -9.1% |
| Q2 2018 | $107,000 | +13.8% | 1,450 | +6.5% | 0.01% | +10.0% |
| Q1 2018 | $94,000 | +13.3% | 1,362 | +14.0% | 0.01% | +11.1% |
| Q4 2017 | $83,000 | +538.5% | 1,195 | +532.3% | 0.01% | +350.0% |
| Q3 2017 | $13,000 | – | 189 | – | 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% |