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 | $949,630 | -4.6% | 22,927 | +0.9% | 0.10% | -2.1% |
Q2 2023 | $995,541 | +4.5% | 22,729 | +0.0% | 0.10% | -3.0% |
Q1 2023 | $952,848 | +2.8% | 22,725 | -0.7% | 0.10% | -5.7% |
Q4 2022 | $927,246 | +13.1% | 22,889 | +5.5% | 0.11% | +1.9% |
Q3 2022 | $820,000 | -2.4% | 21,695 | +0.7% | 0.10% | +3.0% |
Q2 2022 | $840,000 | -19.5% | 21,541 | -2.3% | 0.10% | -5.6% |
Q1 2022 | $1,044,000 | -7.4% | 22,046 | +100.4% | 0.11% | -4.5% |
Q4 2021 | $1,127,000 | +4.4% | 11,003 | +2.1% | 0.11% | -5.9% |
Q3 2021 | $1,079,000 | -3.3% | 10,779 | +0.6% | 0.12% | -4.8% |
Q2 2021 | $1,116,000 | +4.6% | 10,714 | +0.1% | 0.12% | -6.7% |
Q1 2021 | $1,067,000 | +11.4% | 10,703 | -0.6% | 0.13% | +2.3% |
Q4 2020 | $958,000 | +30.3% | 10,763 | 0.0% | 0.13% | +13.9% |
Q3 2020 | $735,000 | -0.7% | 10,763 | -5.0% | 0.12% | -8.7% |
Q2 2020 | $740,000 | +19.9% | 11,331 | -5.3% | 0.13% | -3.1% |
Q1 2020 | $617,000 | -45.3% | 11,968 | -19.7% | 0.13% | -39.3% |
Q4 2019 | $1,127,000 | +10.4% | 14,901 | +1.8% | 0.21% | -2.7% |
Q3 2019 | $1,021,000 | -1.9% | 14,641 | +0.5% | 0.22% | -6.0% |
Q2 2019 | $1,041,000 | +9.2% | 14,570 | +6.9% | 0.23% | +3.5% |
Q1 2019 | $953,000 | +25.7% | 13,632 | +9.1% | 0.23% | +6.1% |
Q4 2018 | $758,000 | -23.3% | 12,497 | -3.6% | 0.21% | -12.7% |
Q3 2018 | $988,000 | +29.2% | 12,967 | +24.7% | 0.24% | +21.4% |
Q2 2018 | $765,000 | +36.9% | 10,395 | +28.6% | 0.20% | +28.0% |
Q1 2018 | $559,000 | +2.9% | 8,084 | +3.9% | 0.16% | +12.1% |
Q4 2017 | $543,000 | -43.8% | 7,779 | -47.1% | 0.14% | 0.0% |
Q3 2017 | $966,000 | +118.1% | 14,692 | +111.9% | 0.14% | +8.5% |
Q2 2017 | $443,000 | +13.0% | 6,933 | +11.3% | 0.13% | +5.7% |
Q1 2017 | $392,000 | +5.1% | 6,229 | +2.8% | 0.12% | +1.7% |
Q4 2016 | $373,000 | – | 6,062 | – | 0.12% | – |
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% |