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 | $1,550,898 | -43.7% | 37,443 | -40.4% | 0.52% | -41.4% |
Q2 2023 | $2,753,163 | +14.2% | 62,858 | +9.3% | 0.88% | 0.0% |
Q1 2023 | $2,410,437 | +15.1% | 57,487 | +11.2% | 0.88% | +5.0% |
Q4 2022 | $2,095,091 | +291.6% | 51,718 | +265.2% | 0.84% | +280.9% |
Q3 2022 | $535,000 | -8.5% | 14,161 | -5.6% | 0.22% | -5.2% |
Q2 2022 | $585,000 | -7.9% | 15,004 | +11.9% | 0.23% | +8.4% |
Q1 2022 | $635,000 | +0.3% | 13,407 | +116.9% | 0.21% | +2.9% |
Q4 2021 | $633,000 | -14.7% | 6,182 | -16.6% | 0.21% | -23.0% |
Q3 2021 | $742,000 | +18.7% | 7,416 | +23.6% | 0.27% | -0.4% |
Q2 2021 | $625,000 | +13.8% | 6,000 | +8.9% | 0.27% | +11.5% |
Q1 2021 | $549,000 | +9.6% | 5,511 | -2.1% | 0.24% | -0.4% |
Q4 2020 | $501,000 | +22.2% | 5,630 | -6.2% | 0.24% | +0.8% |
Q3 2020 | $410,000 | -3.1% | 6,005 | -7.2% | 0.24% | -20.1% |
Q2 2020 | $423,000 | +20.2% | 6,474 | -5.3% | 0.30% | +30.6% |
Q1 2020 | $352,000 | -20.2% | 6,835 | +17.3% | 0.23% | -8.7% |
Q4 2019 | $441,000 | – | 5,826 | – | 0.25% | – |
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% |