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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $1,006,000 | +30.1% | 21,234 | +181.2% | 0.19% | +32.4% |
| Q4 2021 | $773,000 | +18.6% | 7,552 | +16.0% | 0.14% | +10.1% |
| Q3 2021 | $652,000 | +12.4% | 6,513 | +17.0% | 0.13% | +9.3% |
| Q2 2021 | $580,000 | -13.8% | 5,569 | -17.5% | 0.12% | -25.3% |
| Q1 2021 | $673,000 | -27.0% | 6,754 | -34.8% | 0.16% | -27.9% |
| Q4 2020 | $922,000 | +9.0% | 10,359 | -16.3% | 0.22% | -16.4% |
| Q3 2020 | $846,000 | +12.6% | 12,378 | +7.7% | 0.26% | -2.6% |
| Q2 2020 | $751,000 | – | 11,498 | – | 0.27% | – |
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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% |