SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 908 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is 0.27 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $85,705 | -17.3% | 2,044 | -20.1% | 0.01% | -21.4% |
| Q4 2022 | $103,625 | +26.4% | 2,558 | +18.5% | 0.01% | +7.7% |
| Q3 2022 | $82,000 | -2.4% | 2,159 | +0.1% | 0.01% | 0.0% |
| Q2 2022 | $84,000 | +42.4% | 2,156 | +74.2% | 0.01% | +44.4% |
| Q1 2022 | $59,000 | -66.5% | 1,238 | -27.8% | 0.01% | -65.4% |
| Q4 2021 | $176,000 | +170.8% | 1,714 | +162.1% | 0.03% | +160.0% |
| Q3 2021 | $65,000 | +10.2% | 654 | +15.1% | 0.01% | 0.0% |
| Q2 2021 | $59,000 | -24.4% | 568 | -27.5% | 0.01% | -69.7% |
| Q1 2021 | $78,000 | +25.8% | 783 | +13.0% | 0.03% | +17.9% |
| Q4 2020 | $62,000 | +31.9% | 693 | 0.0% | 0.03% | +47.4% |
| Q3 2020 | $47,000 | +4.4% | 693 | 0.0% | 0.02% | 0.0% |
| Q2 2020 | $45,000 | +25.0% | 693 | 0.0% | 0.02% | +5.6% |
| Q1 2020 | $36,000 | -84.9% | 693 | -78.0% | 0.02% | -80.4% |
| Q4 2019 | $238,000 | +8.7% | 3,144 | 0.0% | 0.09% | -5.2% |
| Q3 2019 | $219,000 | -49.2% | 3,144 | -47.9% | 0.10% | -50.0% |
| Q2 2019 | $431,000 | +40.4% | 6,036 | +37.3% | 0.19% | +43.7% |
| Q1 2019 | $307,000 | +233.7% | 4,396 | +189.4% | 0.14% | +200.0% |
| Q4 2018 | $92,000 | +50.8% | 1,519 | +88.7% | 0.04% | +73.1% |
| Q3 2018 | $61,000 | -9.0% | 805 | -11.6% | 0.03% | -13.3% |
| Q2 2018 | $67,000 | +11.7% | 911 | +4.2% | 0.03% | +7.1% |
| Q1 2018 | $60,000 | +7.1% | 874 | +8.7% | 0.03% | +12.0% |
| Q4 2017 | $56,000 | -22.2% | 804 | -24.6% | 0.02% | -28.6% |
| Q3 2017 | $72,000 | -18.2% | 1,067 | -22.8% | 0.04% | -22.2% |
| Q2 2017 | $88,000 | +31.3% | 1,383 | +29.7% | 0.04% | +28.6% |
| Q1 2017 | $67,000 | +1.5% | 1,066 | 0.0% | 0.04% | 0.0% |
| Q4 2016 | $66,000 | +8.2% | 1,066 | +0.1% | 0.04% | +6.1% |
| Q3 2016 | $61,000 | +5.2% | 1,065 | 0.0% | 0.03% | +3.1% |
| Q2 2016 | $58,000 | +5.5% | 1,065 | 0.0% | 0.03% | +6.7% |
| Q1 2016 | $55,000 | -65.0% | 1,065 | -64.7% | 0.03% | -65.5% |
| Q4 2015 | $157,000 | +2.6% | 3,019 | 0.0% | 0.09% | -5.4% |
| Q3 2015 | $153,000 | -14.0% | 3,019 | -2.7% | 0.09% | -9.8% |
| Q2 2015 | $178,000 | -0.6% | 3,102 | 0.0% | 0.10% | -8.9% |
| Q1 2015 | $179,000 | +2883.3% | 3,102 | +2799.1% | 0.11% | +2700.0% |
| Q4 2014 | $6,000 | +20.0% | 107 | +0.9% | 0.00% | +33.3% |
| Q3 2014 | $5,000 | -16.7% | 106 | 0.0% | 0.00% | -25.0% |
| Q2 2014 | $6,000 | 0.0% | 106 | +1.0% | 0.00% | 0.0% |
| Q1 2014 | $6,000 | 0.0% | 105 | 0.0% | 0.00% | 0.0% |
| Q4 2013 | $6,000 | +20.0% | 105 | 0.0% | 0.00% | 0.0% |
| Q3 2013 | $5,000 | 0.0% | 105 | +1.0% | 0.00% | 0.0% |
| Q2 2013 | $5,000 | +25.0% | 104 | 0.0% | 0.00% | 0.0% |
| Q1 2013 | $4,000 | – | 104 | – | 0.00% | – |
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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% |