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 | $662,270 | -11.5% | 15,989 | -6.4% | 0.04% | -8.2% |
| Q2 2023 | $748,513 | +4.2% | 17,089 | -0.2% | 0.05% | 0.0% |
| Q1 2023 | $718,167 | -12.1% | 17,128 | -15.1% | 0.05% | -15.5% |
| Q4 2022 | $817,148 | +21.6% | 20,172 | +13.5% | 0.06% | +16.0% |
| Q3 2022 | $672,000 | +0.9% | 17,768 | +3.9% | 0.05% | +2.0% |
| Q2 2022 | $666,000 | -21.3% | 17,094 | -4.3% | 0.05% | -14.0% |
| Q1 2022 | $846,000 | +51.9% | 17,860 | +228.2% | 0.06% | +26.7% |
| Q4 2021 | $557,000 | +0.4% | 5,441 | -1.8% | 0.04% | -6.2% |
| Q3 2021 | $555,000 | -12.3% | 5,543 | -8.8% | 0.05% | -14.3% |
| Q2 2021 | $633,000 | +48.6% | 6,078 | +42.2% | 0.06% | +33.3% |
| Q1 2021 | $426,000 | +25.7% | 4,273 | +12.2% | 0.04% | +5.0% |
| Q4 2020 | $339,000 | -34.3% | 3,808 | -49.6% | 0.04% | -42.0% |
| Q3 2020 | $516,000 | +3.8% | 7,556 | -0.6% | 0.07% | -2.8% |
| Q2 2020 | $497,000 | -67.7% | 7,603 | -74.5% | 0.07% | -70.7% |
| Q1 2020 | $1,538,000 | -24.7% | 29,850 | +10.5% | 0.24% | -9.7% |
| Q4 2019 | $2,043,000 | -16.1% | 27,003 | -22.7% | 0.27% | -26.6% |
| Q3 2019 | $2,436,000 | +10.0% | 34,941 | +12.8% | 0.36% | +4.6% |
| Q2 2019 | $2,214,000 | -39.3% | 30,972 | -40.6% | 0.35% | -57.6% |
| Q1 2019 | $3,646,000 | +26.9% | 52,145 | +10.1% | 0.82% | -0.4% |
| Q4 2018 | $2,874,000 | -16.8% | 47,356 | +4.4% | 0.83% | -8.4% |
| Q3 2018 | $3,456,000 | +26.3% | 45,366 | +21.9% | 0.90% | +18.2% |
| Q2 2018 | $2,737,000 | -29.9% | 37,203 | -36.8% | 0.76% | +17.0% |
| Q1 2018 | $3,907,000 | +97.2% | 58,867 | +107.3% | 0.65% | +6.5% |
| Q4 2017 | $1,981,000 | +3.9% | 28,403 | +0.3% | 0.61% | -2.9% |
| Q3 2017 | $1,907,000 | +12.2% | 28,307 | +6.5% | 0.63% | +9.0% |
| Q2 2017 | $1,699,000 | +2.1% | 26,582 | +0.6% | 0.58% | -5.7% |
| Q1 2017 | $1,664,000 | +374.1% | 26,424 | +362.6% | 0.61% | +314.9% |
| Q4 2016 | $351,000 | – | 5,712 | – | 0.15% | – |
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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% |