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 | $401,918 | +86.0% | 9,704 | +96.7% | 0.03% | -3.7% |
| Q2 2023 | $216,098 | +4.5% | 4,934 | 0.0% | 0.03% | +107.7% |
| Q1 2023 | $206,872 | -0.0% | 4,934 | -3.4% | 0.01% | -53.6% |
| Q4 2022 | $206,915 | -21.3% | 5,108 | -17.2% | 0.03% | -17.6% |
| Q3 2022 | $263,000 | -6.7% | 6,172 | -1.9% | 0.03% | -2.9% |
| Q2 2022 | $282,000 | +7.6% | 6,292 | -4.6% | 0.04% | 0.0% |
| Q1 2022 | $262,000 | -25.8% | 6,598 | +91.4% | 0.04% | -10.3% |
| Q4 2021 | $353,000 | -2.2% | 3,448 | 0.0% | 0.04% | -4.9% |
| Q3 2021 | $361,000 | +2.6% | 3,448 | -2.0% | 0.04% | 0.0% |
| Q2 2021 | $352,000 | -3.0% | 3,519 | -0.6% | 0.04% | -6.8% |
| Q1 2021 | $363,000 | 0.0% | 3,540 | -1.0% | 0.04% | -8.3% |
| Q4 2020 | $363,000 | +40.7% | 3,574 | -5.4% | 0.05% | +23.1% |
| Q3 2020 | $258,000 | +3.6% | 3,779 | -1.0% | 0.04% | -7.1% |
| Q2 2020 | $249,000 | -18.4% | 3,817 | -5.3% | 0.04% | -14.3% |
| Q4 2019 | $305,000 | -2.6% | 4,031 | -10.1% | 0.05% | -10.9% |
| Q3 2019 | $313,000 | +0.3% | 4,482 | +2.6% | 0.06% | -1.8% |
| Q2 2019 | $312,000 | +1.3% | 4,368 | -0.7% | 0.06% | -1.8% |
| Q1 2019 | $308,000 | +11.6% | 4,399 | -3.4% | 0.06% | 0.0% |
| Q4 2018 | $276,000 | -20.0% | 4,553 | +0.6% | 0.06% | -16.2% |
| Q3 2018 | $345,000 | +5.8% | 4,526 | +2.2% | 0.07% | -1.4% |
| Q2 2018 | $326,000 | +7.9% | 4,428 | +1.3% | 0.07% | +6.2% |
| Q1 2018 | $302,000 | +5.6% | 4,370 | +6.5% | 0.06% | +6.6% |
| Q4 2017 | $286,000 | 0.0% | 4,102 | -3.5% | 0.06% | -4.7% |
| Q3 2017 | $286,000 | +23.3% | 4,252 | +17.4% | 0.06% | +18.5% |
| Q2 2017 | $232,000 | – | 3,623 | – | 0.05% | – |
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% |