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 | $378,779 | -5.5% | 9,145 | -0.1% | 0.09% | -5.2% |
| Q2 2023 | $400,894 | -6.1% | 9,153 | -10.1% | 0.10% | -11.8% |
| Q1 2023 | $426,882 | -28.8% | 10,181 | -31.2% | 0.11% | -32.9% |
| Q4 2022 | $599,338 | +7.2% | 14,795 | 0.0% | 0.16% | -3.0% |
| Q3 2022 | $559,000 | -5.4% | 14,795 | -2.4% | 0.17% | -2.9% |
| Q2 2022 | $591,000 | -44.8% | 15,154 | -33.0% | 0.17% | -39.6% |
| Q1 2022 | $1,071,000 | -7.8% | 22,616 | +99.5% | 0.29% | -7.1% |
| Q4 2021 | $1,161,000 | -0.8% | 11,339 | -3.0% | 0.31% | -16.9% |
| Q3 2021 | $1,170,000 | -4.0% | 11,689 | -0.1% | 0.37% | +0.3% |
| Q2 2021 | $1,219,000 | +1.3% | 11,699 | -3.1% | 0.37% | -3.4% |
| Q1 2021 | $1,203,000 | -0.3% | 12,072 | -11.0% | 0.38% | +3.2% |
| Q4 2020 | $1,207,000 | +25.9% | 13,561 | -3.4% | 0.37% | +6.6% |
| Q3 2020 | $959,000 | +3.5% | 14,034 | -1.1% | 0.35% | -7.2% |
| Q2 2020 | $927,000 | +27.5% | 14,188 | +0.6% | 0.38% | +5.6% |
| Q1 2020 | $727,000 | -23.2% | 14,108 | +12.6% | 0.36% | -17.9% |
| Q4 2019 | $947,000 | -3.9% | 12,524 | -11.3% | 0.44% | -10.9% |
| Q3 2019 | $985,000 | -2.3% | 14,123 | +0.1% | 0.49% | -19.5% |
| Q2 2019 | $1,008,000 | +2.3% | 14,105 | +0.1% | 0.61% | -1.6% |
| Q1 2019 | $985,000 | +17.1% | 14,091 | +1.6% | 0.62% | -3.4% |
| Q4 2018 | $841,000 | -20.7% | 13,865 | -0.4% | 0.64% | -10.3% |
| Q3 2018 | $1,060,000 | +5.5% | 13,924 | +1.9% | 0.71% | -5.8% |
| Q2 2018 | $1,005,000 | +4.3% | 13,668 | -2.0% | 0.76% | -3.9% |
| Q1 2018 | $964,000 | +1.7% | 13,952 | +2.6% | 0.79% | -18.2% |
| Q4 2017 | $948,000 | – | 13,596 | – | 0.96% | – |
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% |