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 | $3,174,237 | -6.2% | 76,635 | -0.8% | 0.12% | -7.8% |
| Q2 2023 | $3,384,252 | +3.4% | 77,266 | -1.1% | 0.13% | -6.6% |
| Q1 2023 | $3,274,533 | -5.0% | 78,095 | -8.2% | 0.14% | -17.0% |
| Q4 2022 | $3,447,568 | +5.5% | 85,104 | -1.5% | 0.16% | -4.6% |
| Q3 2022 | $3,268,000 | -7.3% | 86,442 | -4.4% | 0.17% | -6.5% |
| Q2 2022 | $3,526,000 | -6.8% | 90,434 | +13.2% | 0.18% | +5.7% |
| Q1 2022 | $3,784,000 | -8.4% | 79,907 | +98.0% | 0.18% | -5.9% |
| Q4 2021 | $4,133,000 | +1.9% | 40,358 | -0.3% | 0.19% | -9.7% |
| Q3 2021 | $4,054,000 | -5.3% | 40,498 | -1.4% | 0.21% | -9.3% |
| Q2 2021 | $4,280,000 | -2.3% | 41,087 | -6.5% | 0.23% | -10.6% |
| Q1 2021 | $4,379,000 | +6.5% | 43,935 | -4.9% | 0.25% | -1.2% |
| Q4 2020 | $4,110,000 | +23.2% | 46,178 | -5.4% | 0.26% | +2.8% |
| Q3 2020 | $3,335,000 | +0.7% | 48,819 | -3.7% | 0.25% | -12.6% |
| Q2 2020 | $3,313,000 | +33.3% | 50,704 | +5.1% | 0.29% | +4.4% |
| Q1 2020 | $2,485,000 | +16.5% | 48,229 | +71.0% | 0.27% | +33.7% |
| Q4 2019 | $2,133,000 | +10.1% | 28,196 | +1.5% | 0.20% | -1.0% |
| Q3 2019 | $1,937,000 | +7.0% | 27,783 | +9.7% | 0.21% | +2.0% |
| Q2 2019 | $1,811,000 | +14.6% | 25,335 | +12.1% | 0.20% | +10.9% |
| Q1 2019 | $1,580,000 | +23.2% | 22,594 | +7.0% | 0.18% | +9.6% |
| Q4 2018 | $1,282,000 | +58.5% | 21,122 | +98.8% | 0.17% | +56.1% |
| Q3 2018 | $809,000 | +14.9% | 10,627 | +11.0% | 0.11% | +2.9% |
| Q2 2018 | $704,000 | +26.6% | 9,576 | +19.1% | 0.10% | +15.6% |
| Q1 2018 | $556,000 | – | 8,042 | – | 0.09% | – |
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% |