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 2021 | $394,000 | -4.1% | 3,937 | -0.3% | 0.06% | -3.4% |
| Q2 2021 | $411,000 | +3.5% | 3,948 | -0.9% | 0.06% | -4.9% |
| Q1 2021 | $397,000 | +1.5% | 3,984 | -9.2% | 0.06% | -3.2% |
| Q4 2020 | $391,000 | +29.9% | 4,389 | -0.2% | 0.06% | +14.5% |
| Q3 2020 | $301,000 | +9.9% | 4,399 | +4.9% | 0.06% | 0.0% |
| Q2 2020 | $274,000 | +35.0% | 4,193 | +6.5% | 0.06% | +12.2% |
| Q1 2020 | $203,000 | -28.0% | 3,938 | +5.8% | 0.05% | -3.9% |
| Q4 2019 | $282,000 | +10.6% | 3,723 | +1.9% | 0.05% | +2.0% |
| Q3 2019 | $255,000 | -7.9% | 3,655 | -5.8% | 0.05% | -10.7% |
| Q2 2019 | $277,000 | +6.5% | 3,879 | +4.1% | 0.06% | +3.7% |
| Q1 2019 | $260,000 | +26.8% | 3,725 | +10.0% | 0.05% | +14.9% |
| Q4 2018 | $205,000 | – | 3,386 | – | 0.05% | – |
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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% |