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 | $6,036,684 | -4.8% | 155,344 | +11.1% | 0.33% | -1.2% |
| Q2 2023 | $6,340,915 | +18.2% | 139,853 | +8.4% | 0.33% | +5.4% |
| Q1 2023 | $5,364,149 | +4.8% | 128,977 | +15.2% | 0.31% | 0.0% |
| Q4 2022 | $5,116,419 | +66.7% | 111,957 | +49.9% | 0.31% | +42.9% |
| Q3 2022 | $3,069,000 | +10.4% | 74,665 | +15.7% | 0.22% | +9.0% |
| Q2 2022 | $2,779,000 | +38.9% | 64,529 | +32.4% | 0.20% | +31.4% |
| Q1 2022 | $2,001,000 | +14.1% | 48,735 | +159.0% | 0.15% | +23.4% |
| Q4 2021 | $1,754,000 | +29.9% | 18,814 | +51.7% | 0.12% | +30.5% |
| Q3 2021 | $1,350,000 | -27.9% | 12,406 | -33.2% | 0.10% | +35.7% |
| Q2 2021 | $1,872,000 | +112.5% | 18,578 | +118.7% | 0.07% | -4.1% |
| Q1 2021 | $881,000 | +29.2% | 8,493 | +20.8% | 0.07% | +12.3% |
| Q4 2020 | $682,000 | +39.8% | 7,031 | +5.2% | 0.06% | +12.1% |
| Q3 2020 | $488,000 | +49.7% | 6,686 | +39.2% | 0.06% | +41.5% |
| Q2 2020 | $326,000 | +28.9% | 4,803 | +5.4% | 0.04% | +5.1% |
| Q1 2020 | $253,000 | -20.7% | 4,559 | +10.7% | 0.04% | 0.0% |
| Q4 2019 | $319,000 | +26.1% | 4,119 | +15.3% | 0.04% | +8.3% |
| Q3 2019 | $253,000 | -10.9% | 3,572 | -10.3% | 0.04% | -12.2% |
| Q2 2019 | $284,000 | -6.0% | 3,980 | -6.0% | 0.04% | -8.9% |
| Q1 2019 | $302,000 | +118.8% | 4,233 | +103.8% | 0.04% | +114.3% |
| Q3 2018 | $138,000 | -8.0% | 2,077 | +1.8% | 0.02% | -8.7% |
| Q2 2018 | $150,000 | +41.5% | 2,040 | +33.4% | 0.02% | +27.8% |
| Q1 2018 | $106,000 | +1.9% | 1,529 | +2.8% | 0.02% | +5.9% |
| Q4 2017 | $104,000 | 0.0% | 1,487 | -3.8% | 0.02% | -5.6% |
| Q3 2017 | $104,000 | +5100.0% | 1,545 | +9556.2% | 0.02% | +1700.0% |
| Q2 2017 | $2,000 | -97.6% | 16 | -98.8% | 0.00% | -95.8% |
| Q1 2017 | $84,000 | +7.7% | 1,341 | +5.9% | 0.02% | -14.3% |
| Q4 2016 | $78,000 | +6.8% | 1,266 | +0.4% | 0.03% | -3.4% |
| Q3 2016 | $73,000 | +12.3% | 1,261 | +5.3% | 0.03% | -6.5% |
| Q2 2016 | $65,000 | +4.8% | 1,197 | +0.2% | 0.03% | -3.1% |
| Q1 2016 | $62,000 | -88.3% | 1,195 | -88.3% | 0.03% | -87.4% |
| Q4 2015 | $530,000 | +798.3% | 10,182 | +777.0% | 0.25% | +666.7% |
| Q3 2015 | $59,000 | -11.9% | 1,161 | +0.3% | 0.03% | +10.0% |
| Q2 2015 | $67,000 | 0.0% | 1,158 | -4.1% | 0.03% | 0.0% |
| Q1 2015 | $67,000 | +13.6% | 1,207 | +13.0% | 0.03% | +20.0% |
| Q4 2014 | $59,000 | – | 1,068 | – | 0.02% | – |
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% |