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 | $1,180,924 | -1.7% | 28,923 | +5.4% | 0.21% | +1.5% |
| Q2 2023 | $1,201,745 | +15.3% | 27,437 | +10.3% | 0.21% | +9.0% |
| Q1 2023 | $1,042,578 | +14.1% | 24,865 | +2.9% | 0.19% | -10.0% |
| Q3 2022 | $914,000 | -1.0% | 24,171 | +2.2% | 0.21% | +12.3% |
| Q2 2022 | $923,000 | +5.8% | 23,661 | +28.5% | 0.19% | +13.3% |
| Q1 2022 | $872,000 | -16.2% | 18,411 | +81.2% | 0.16% | +27.9% |
| Q4 2021 | $1,041,000 | +2.1% | 10,163 | -0.3% | 0.13% | -37.1% |
| Q3 2021 | $1,020,000 | +7.0% | 10,192 | +11.4% | 0.20% | +7.3% |
| Q2 2021 | $953,000 | +4.2% | 9,146 | -0.4% | 0.19% | -5.0% |
| Q1 2021 | $915,000 | +19.9% | 9,180 | +7.0% | 0.20% | +9.2% |
| Q4 2020 | $763,000 | +19.2% | 8,577 | -0.7% | 0.18% | +14.3% |
| Q3 2020 | $640,000 | +8.7% | 8,637 | -4.2% | 0.16% | +3.2% |
| Q2 2020 | $589,000 | +1.4% | 9,019 | -20.1% | 0.16% | -12.8% |
| Q1 2020 | $581,000 | -51.3% | 11,283 | -28.5% | 0.18% | -43.2% |
| Q4 2019 | $1,194,000 | +12.9% | 15,789 | +0.9% | 0.32% | -3.7% |
| Q3 2019 | $1,058,000 | -77.5% | 15,647 | -76.2% | 0.33% | -78.5% |
| Q2 2019 | $4,707,000 | +2.5% | 65,857 | +0.3% | 1.52% | +0.1% |
| Q1 2019 | $4,593,000 | +6.0% | 65,678 | +1.6% | 1.52% | -0.8% |
| Q4 2018 | $4,334,000 | -23.3% | 64,669 | -12.8% | 1.53% | -18.4% |
| Q3 2018 | $5,647,000 | -2.6% | 74,133 | -5.9% | 1.88% | -12.3% |
| Q2 2018 | $5,798,000 | +26.5% | 78,805 | +18.9% | 2.14% | +20.4% |
| Q1 2018 | $4,583,000 | -3.1% | 66,294 | -2.2% | 1.78% | -13.1% |
| Q4 2017 | $4,729,000 | – | 67,816 | – | 2.04% | – |
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% |