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 | ||||
---|---|---|---|---|---|---|
Q4 2023 | $2,577 | +15.6% | 53,794 | -0.1% | 0.04% | +5.0% |
Q3 2023 | $2,230 | -5.4% | 53,834 | 0.0% | 0.04% | -2.4% |
Q2 2023 | $2,358 | +5.2% | 53,834 | +0.7% | 0.04% | -4.7% |
Q1 2023 | $2,241 | +1.5% | 53,454 | -1.9% | 0.04% | -2.3% |
Q4 2022 | $2,208 | -99.9% | 54,504 | +1.3% | 0.04% | 0.0% |
Q3 2022 | $2,033,000 | +8.3% | 53,778 | +11.7% | 0.04% | +15.8% |
Q2 2022 | $1,877,000 | -17.7% | 48,152 | 0.0% | 0.04% | -5.0% |
Q1 2022 | $2,280,000 | -8.4% | 48,152 | +98.1% | 0.04% | -4.8% |
Q4 2021 | $2,489,000 | +1.1% | 24,304 | -1.2% | 0.04% | -10.6% |
Q3 2021 | $2,463,000 | -4.6% | 24,604 | -0.7% | 0.05% | -4.1% |
Q2 2021 | $2,581,000 | +2.7% | 24,779 | -1.7% | 0.05% | -3.9% |
Q1 2021 | $2,512,000 | +8.7% | 25,202 | -3.0% | 0.05% | +4.1% |
Q4 2020 | $2,312,000 | +24.2% | 25,979 | -4.6% | 0.05% | +11.4% |
Q3 2020 | $1,861,000 | -0.3% | 27,237 | -4.7% | 0.04% | -10.2% |
Q2 2020 | $1,867,000 | +21.7% | 28,568 | -4.0% | 0.05% | +4.3% |
Q1 2020 | $1,534,000 | -32.2% | 29,768 | -8.2% | 0.05% | -20.3% |
Q3 2019 | $2,262,000 | -5.3% | 32,435 | -2.9% | 0.06% | -33.7% |
Q2 2019 | $2,389,000 | +0.8% | 33,419 | -1.4% | 0.09% | -2.2% |
Q1 2019 | $2,370,000 | +15.8% | 33,894 | +0.5% | 0.09% | +4.6% |
Q4 2018 | $2,046,000 | -7.9% | 33,712 | +15.5% | 0.09% | +4.8% |
Q3 2018 | $2,222,000 | +3.5% | 29,177 | 0.0% | 0.08% | -4.6% |
Q2 2018 | $2,147,000 | +9.0% | 29,177 | +2.4% | 0.09% | +7.4% |
Q1 2018 | $1,970,000 | -0.1% | 28,499 | +0.8% | 0.08% | +2.5% |
Q4 2017 | $1,972,000 | +3.8% | 28,281 | +0.4% | 0.08% | -1.2% |
Q3 2017 | $1,899,000 | -0.3% | 28,181 | -5.5% | 0.08% | -7.0% |
Q2 2017 | $1,905,000 | +2.5% | 29,811 | +1.0% | 0.09% | +1.2% |
Q1 2017 | $1,858,000 | +9.7% | 29,502 | +7.1% | 0.08% | +6.2% |
Q4 2016 | $1,693,000 | +6.5% | 27,535 | -0.3% | 0.08% | +3.9% |
Q3 2016 | $1,589,000 | +4.5% | 27,615 | -1.9% | 0.08% | +2.7% |
Q2 2016 | $1,521,000 | +5.0% | 28,147 | +1.1% | 0.08% | +2.7% |
Q1 2016 | $1,448,000 | +8.1% | 27,834 | +8.2% | 0.07% | +5.8% |
Q4 2015 | $1,340,000 | +12.9% | 25,734 | +10.1% | 0.07% | +6.2% |
Q3 2015 | $1,187,000 | -5.8% | 23,374 | +6.7% | 0.06% | +3.2% |
Q2 2015 | $1,260,000 | +4.6% | 21,914 | +4.7% | 0.06% | +5.0% |
Q1 2015 | $1,205,000 | +5.7% | 20,927 | +1.2% | 0.06% | +9.1% |
Q4 2014 | $1,140,000 | +8.2% | 20,677 | +0.8% | 0.06% | +7.8% |
Q3 2014 | $1,054,000 | +14.1% | 20,507 | +21.7% | 0.05% | +15.9% |
Q2 2014 | $924,000 | +9.2% | 16,857 | +6.8% | 0.04% | +4.8% |
Q1 2014 | $846,000 | +3033.3% | 15,782 | +2952.6% | 0.04% | +4100.0% |
Q4 2013 | $27,000 | +50.0% | 517 | +37.9% | 0.00% | 0.0% |
Q3 2013 | $18,000 | +12.5% | 375 | 0.0% | 0.00% | 0.0% |
Q2 2013 | $16,000 | – | 375 | – | 0.00% | – |
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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% |