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 | $5,027,052 | +5.7% | 121,368 | +11.8% | 0.70% | +1.8% |
| Q2 2023 | $4,755,645 | +13.9% | 108,576 | +6.9% | 0.68% | +1.9% |
| Q1 2023 | $4,175,048 | +8.0% | 101,558 | +6.4% | 0.67% | -11.1% |
| Q4 2022 | $3,866,617 | +7.9% | 95,448 | +0.7% | 0.76% | -0.4% |
| Q3 2022 | $3,584,000 | -1.9% | 94,809 | +1.1% | 0.76% | -1.9% |
| Q2 2022 | $3,655,000 | -16.5% | 93,741 | +2.9% | 0.77% | -3.5% |
| Q1 2022 | $4,376,000 | +2.6% | 91,096 | +101.6% | 0.80% | +15.6% |
| Q4 2021 | $4,264,000 | -12.0% | 45,191 | -8.4% | 0.69% | -20.4% |
| Q3 2021 | $4,843,000 | 0.0% | 49,362 | 0.0% | 0.87% | -0.1% |
| Q2 2021 | $4,843,000 | +5.3% | 49,362 | +7.0% | 0.87% | -3.8% |
| Q1 2021 | $4,599,000 | +18.7% | 46,141 | +6.0% | 0.91% | +13.1% |
| Q4 2020 | $3,875,000 | +40.4% | 43,538 | +16.7% | 0.80% | +4.4% |
| Q3 2020 | $2,760,000 | -98.4% | 37,296 | -98.5% | 0.77% | -89.3% |
| Q1 2020 | $167,733,000 | +5675.9% | 2,478,063 | +6354.5% | 7.19% | +2249.0% |
| Q4 2019 | $2,904,000 | – | 38,393 | – | 0.31% | – |
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% |