SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 921 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is 0.14 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $507,282 | +99562.5% | 12,247 | +5.5% | 0.18% | +10.1% |
| Q2 2023 | $509 | +29.8% | 11,611 | +24.3% | 0.17% | +35.5% |
| Q1 2023 | $392 | +5.4% | 9,342 | +1.7% | 0.12% | +1.6% |
| Q4 2022 | $372 | -99.9% | 9,182 | -1.2% | 0.12% | -3.9% |
| Q3 2022 | $351,000 | +4.5% | 9,295 | +7.9% | 0.13% | +10.4% |
| Q2 2022 | $336,000 | -11.8% | 8,613 | +7.1% | 0.12% | +0.9% |
| Q1 2022 | $381,000 | -5.7% | 8,042 | +103.7% | 0.11% | -4.2% |
| Q4 2021 | $404,000 | +8.3% | 3,948 | +5.8% | 0.12% | +7.2% |
| Q3 2021 | $373,000 | -22.9% | 3,730 | -23.2% | 0.11% | -22.4% |
| Q1 2021 | $484,000 | +9.0% | 4,859 | -2.5% | 0.14% | +8.3% |
| Q4 2020 | $444,000 | +25.1% | 4,986 | -4.0% | 0.13% | +9.1% |
| Q3 2020 | $355,000 | -2.7% | 5,194 | -7.2% | 0.12% | -7.6% |
| Q2 2020 | $365,000 | +60.8% | 5,594 | +27.0% | 0.13% | +37.9% |
| Q1 2020 | $227,000 | -31.8% | 4,403 | -0.1% | 0.10% | -20.2% |
| Q4 2019 | $333,000 | -22.2% | 4,407 | -28.2% | 0.12% | -31.2% |
| Q3 2019 | $428,000 | -4.3% | 6,140 | -1.8% | 0.17% | -3.4% |
| Q2 2019 | $447,000 | +9.3% | 6,255 | +6.8% | 0.18% | -2.7% |
| Q1 2019 | $409,000 | -87.8% | 5,856 | +5.6% | 0.18% | +15.0% |
| Q4 2018 | $3,364,000 | +668.0% | 5,544 | -3.7% | 0.16% | -12.6% |
| Q3 2018 | $438,000 | -1.1% | 5,755 | -4.5% | 0.18% | -5.7% |
| Q2 2018 | $443,000 | +4.0% | 6,025 | -2.2% | 0.19% | +7.2% |
| Q1 2018 | $426,000 | -13.1% | 6,163 | -12.4% | 0.18% | -9.5% |
| Q4 2017 | $490,000 | -3.4% | 7,032 | -6.6% | 0.20% | -6.1% |
| Q3 2017 | $507,000 | +13.2% | 7,529 | +7.4% | 0.21% | +7.0% |
| Q2 2017 | $448,000 | +2.5% | 7,009 | +1.1% | 0.20% | +1.0% |
| Q1 2017 | $437,000 | -2.9% | 6,935 | -5.1% | 0.20% | -5.7% |
| Q4 2016 | $450,000 | +12.5% | 7,306 | +5.2% | 0.21% | +12.4% |
| Q3 2016 | $400,000 | +9.9% | 6,943 | +3.0% | 0.19% | +6.3% |
| Q2 2016 | $364,000 | +3.7% | 6,739 | -0.1% | 0.18% | -10.3% |
| Q1 2016 | $351,000 | +7.3% | 6,745 | +7.5% | 0.20% | -1.0% |
| Q4 2015 | $327,000 | +6.2% | 6,276 | +3.8% | 0.20% | +30.5% |
| Q3 2015 | $308,000 | -8.6% | 6,049 | +3.4% | 0.15% | +7.1% |
| Q2 2015 | $337,000 | -90.7% | 5,851 | -6.6% | 0.14% | -15.6% |
| Q1 2015 | $3,606,000 | +5.8% | 6,263 | +1.3% | 0.17% | +1.2% |
| Q4 2014 | $3,408,000 | +5.8% | 6,184 | -1.3% | 0.16% | +1.9% |
| Q3 2014 | $3,221,000 | +749.9% | 6,266 | -9.2% | 0.16% | -16.1% |
| Q2 2014 | $379,000 | -2.8% | 6,899 | -5.2% | 0.19% | -5.9% |
| Q1 2014 | $390,000 | -4.2% | 7,280 | -6.0% | 0.20% | -10.9% |
| Q4 2013 | $407,000 | -2.2% | 7,746 | -10.1% | 0.23% | -9.4% |
| Q3 2013 | $416,000 | +4.0% | 8,618 | -5.1% | 0.25% | +4.5% |
| Q2 2013 | $400,000 | – | 9,082 | – | 0.24% | – |
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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% |