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 | $7,738 | -53.0% | 187 | -50.3% | 0.00% | -50.0% |
| Q2 2023 | $16,469 | +180.6% | 376 | +168.6% | 0.00% | +100.0% |
| Q1 2023 | $5,870 | -42.5% | 140 | -44.4% | 0.00% | 0.0% |
| Q4 2022 | $10,209 | +13.4% | 252 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $9,000 | 0.0% | 252 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $9,000 | -25.0% | 252 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $12,000 | -80.3% | 252 | -58.0% | 0.00% | -85.7% |
| Q4 2021 | $61,000 | -25.6% | 600 | -26.8% | 0.01% | -30.0% |
| Q3 2021 | $82,000 | +36.7% | 820 | +43.4% | 0.01% | +25.0% |
| Q2 2021 | $60,000 | 0.0% | 572 | -4.7% | 0.01% | -27.3% |
| Q1 2021 | $60,000 | +13.2% | 600 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $53,000 | +120.8% | 600 | +70.0% | 0.01% | +83.3% |
| Q3 2020 | $24,000 | +4.3% | 353 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $23,000 | -14.8% | 353 | -33.5% | 0.01% | -14.3% |
| Q1 2020 | $27,000 | -64.5% | 531 | -46.5% | 0.01% | -61.1% |
| Q4 2019 | $76,000 | +10.1% | 993 | +0.4% | 0.02% | +5.9% |
| Q3 2019 | $69,000 | -8.0% | 989 | -6.4% | 0.02% | -15.0% |
| Q2 2019 | $75,000 | +1.4% | 1,057 | 0.0% | 0.02% | 0.0% |
| Q1 2019 | $74,000 | +42.3% | 1,057 | +23.6% | 0.02% | +33.3% |
| Q4 2018 | $52,000 | -20.0% | 855 | +0.6% | 0.02% | -48.3% |
| Q3 2018 | $65,000 | +4.8% | 850 | +0.6% | 0.03% | 0.0% |
| Q2 2018 | $62,000 | -51.2% | 845 | -54.0% | 0.03% | -52.5% |
| Q1 2018 | $127,000 | -23.0% | 1,838 | -22.4% | 0.06% | -33.7% |
| Q4 2017 | $165,000 | +358.3% | 2,369 | +345.3% | 0.09% | +318.2% |
| Q3 2017 | $36,000 | +5.9% | 532 | +0.2% | 0.02% | 0.0% |
| Q2 2017 | $34,000 | +3.0% | 531 | +0.4% | 0.02% | 0.0% |
| Q1 2017 | $33,000 | -89.4% | 529 | -89.6% | 0.02% | -89.6% |
| Q4 2016 | $312,000 | +6.8% | 5,076 | +0.1% | 0.21% | +8.8% |
| Q3 2016 | $292,000 | +6.6% | 5,073 | +0.0% | 0.19% | -1.5% |
| Q2 2016 | $274,000 | +3.8% | 5,071 | +0.0% | 0.20% | +1.0% |
| Q1 2016 | $264,000 | 0.0% | 5,070 | +0.1% | 0.20% | +1.0% |
| Q4 2015 | $264,000 | +2.7% | 5,067 | +0.0% | 0.19% | +1.6% |
| Q3 2015 | $257,000 | +2041.7% | 5,065 | +2255.8% | 0.19% | +2011.1% |
| Q2 2015 | $12,000 | -7.7% | 215 | -4.0% | 0.01% | -10.0% |
| Q1 2015 | $13,000 | +8.3% | 224 | +3.7% | 0.01% | +11.1% |
| Q4 2014 | $12,000 | +9.1% | 216 | +0.5% | 0.01% | +12.5% |
| Q3 2014 | $11,000 | -15.4% | 215 | -14.0% | 0.01% | -20.0% |
| Q2 2014 | $13,000 | -74.0% | 250 | -73.2% | 0.01% | -73.0% |
| Q1 2014 | $50,000 | +127.3% | 932 | +123.5% | 0.04% | +105.6% |
| Q4 2013 | $22,000 | – | 417 | – | 0.02% | – |
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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% |