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 | $429,907 | -9.2% | 10,379 | -3.4% | 0.09% | -7.1% |
| Q2 2023 | $473,631 | +0.6% | 10,740 | -6.1% | 0.10% | -1.0% |
| Q1 2023 | $470,973 | -4.4% | 11,437 | -5.9% | 0.10% | -9.9% |
| Q4 2022 | $492,393 | +7.3% | 12,155 | +0.1% | 0.11% | +5.7% |
| Q3 2022 | $459,000 | -2.5% | 12,148 | +0.5% | 0.10% | +1.0% |
| Q2 2022 | $471,000 | -17.2% | 12,091 | +0.6% | 0.10% | -20.6% |
| Q1 2022 | $569,000 | -14.6% | 12,023 | +79.9% | 0.13% | -28.0% |
| Q1 2021 | $666,000 | +16.2% | 6,682 | +4.0% | 0.18% | +6.4% |
| Q4 2020 | $573,000 | +18.9% | 6,426 | -2.8% | 0.17% | +7.5% |
| Q3 2020 | $482,000 | +5.9% | 6,613 | -5.1% | 0.16% | -1.9% |
| Q2 2020 | $455,000 | -1.3% | 6,966 | -16.1% | 0.16% | -10.0% |
| Q1 2020 | $461,000 | -30.3% | 8,307 | -5.1% | 0.18% | -13.9% |
| Q4 2019 | $661,000 | -4.6% | 8,754 | -12.0% | 0.21% | -12.9% |
| Q3 2019 | $693,000 | -6.6% | 9,944 | -6.3% | 0.24% | -8.7% |
| Q1 2019 | $742,000 | +2.6% | 10,616 | -10.9% | 0.26% | -4.0% |
| Q4 2018 | $723,000 | -36.4% | 11,918 | -46.8% | 0.27% | -38.1% |
| Q3 2015 | $1,137,000 | +65.3% | 22,382 | +87.0% | 0.44% | +65.3% |
| Q2 2015 | $688,000 | +45.1% | 11,966 | +45.3% | 0.27% | +37.4% |
| Q1 2015 | $474,000 | +118.4% | 8,235 | +109.0% | 0.20% | +119.1% |
| Q4 2014 | $217,000 | – | 3,940 | – | 0.09% | – |
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% |