SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 25 filers reported holding SCHWAB STRATEGIC TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2023 | $789,239 | +13.8% | 16,707 | -0.2% | 0.08% | 0.0% |
Q3 2023 | $693,288 | -3.3% | 16,738 | +2.3% | 0.08% | -19.8% |
Q2 2023 | $716,787 | +2.8% | 16,365 | -1.6% | 0.10% | +27.8% |
Q1 2023 | $697,338 | -12.3% | 16,631 | -5.8% | 0.08% | +41.1% |
Q4 2022 | $795,576 | -29.0% | 17,652 | -32.1% | 0.06% | -28.2% |
Q1 2022 | $1,120,000 | -10.3% | 25,993 | +94.3% | 0.08% | -4.9% |
Q4 2021 | $1,248,000 | -7.3% | 13,378 | +2.0% | 0.08% | -8.9% |
Q3 2021 | $1,347,000 | +8.4% | 13,111 | +8.2% | 0.09% | +3.4% |
Q2 2021 | $1,243,000 | +7.6% | 12,113 | +6.9% | 0.09% | -3.3% |
Q1 2021 | $1,155,000 | +2.3% | 11,330 | -1.5% | 0.09% | -6.2% |
Q4 2020 | $1,129,000 | +61.3% | 11,501 | +26.9% | 0.10% | +41.2% |
Q3 2020 | $700,000 | -2.4% | 9,066 | -9.4% | 0.07% | -8.1% |
Q2 2020 | $717,000 | +11.2% | 10,009 | -12.7% | 0.07% | -11.9% |
Q1 2020 | $645,000 | -22.5% | 11,463 | +5.7% | 0.08% | -14.3% |
Q4 2019 | $832,000 | +1.5% | 10,844 | -4.0% | 0.10% | -12.5% |
Q3 2019 | $820,000 | +3.7% | 11,294 | -0.5% | 0.11% | -5.9% |
Q2 2019 | $791,000 | +91.1% | 11,346 | +93.3% | 0.12% | +83.1% |
Q1 2019 | $414,000 | +12.2% | 5,871 | +13.2% | 0.06% | +10.2% |
Q4 2018 | $369,000 | +23.0% | 5,188 | +14.3% | 0.06% | +7.3% |
Q3 2018 | $300,000 | -6.5% | 4,537 | +4.1% | 0.06% | -16.7% |
Q2 2018 | $321,000 | -82.5% | 4,357 | +6307.4% | 0.07% | – |
Q2 2016 | $1,839,000 | -85.3% | 68 | -90.6% | 0.00% | -100.0% |
Q4 2015 | $12,526,000 | – | 720 | – | 0.00% | – |
Download |
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% |