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 | $1,047,084 | -20.1% | 25,279 | -15.5% | 0.04% | -16.7% |
| Q2 2023 | $1,310,976 | +2.2% | 29,930 | -2.2% | 0.04% | -2.3% |
| Q1 2023 | $1,282,977 | +11.2% | 30,598 | +7.5% | 0.04% | -14.0% |
| Q4 2022 | $1,153,240 | +2.0% | 28,468 | -4.9% | 0.05% | -3.8% |
| Q3 2022 | $1,131,000 | -17.4% | 29,932 | -14.7% | 0.05% | -17.5% |
| Q2 2022 | $1,369,000 | -37.0% | 35,103 | -22.4% | 0.06% | -26.7% |
| Q1 2022 | $2,174,000 | +8.7% | 45,263 | +131.7% | 0.09% | +16.2% |
| Q4 2021 | $2,000,000 | +18.5% | 19,531 | +15.8% | 0.07% | +8.8% |
| Q3 2021 | $1,688,000 | -13.3% | 16,859 | -9.8% | 0.07% | -18.1% |
| Q2 2021 | $1,948,000 | +5.9% | 18,698 | +1.3% | 0.08% | -4.6% |
| Q1 2021 | $1,839,000 | +31.5% | 18,454 | +17.5% | 0.09% | +14.5% |
| Q4 2020 | $1,398,000 | +30.5% | 15,708 | +0.2% | 0.08% | +15.2% |
| Q3 2020 | $1,071,000 | +4.6% | 15,681 | 0.0% | 0.07% | -1.5% |
| Q2 2020 | $1,024,000 | -7.4% | 15,681 | -27.0% | 0.07% | -25.6% |
| Q1 2020 | $1,106,000 | -64.9% | 21,469 | -48.5% | 0.09% | -61.9% |
| Q4 2019 | $3,152,000 | +6.2% | 41,668 | -2.1% | 0.24% | -7.1% |
| Q3 2019 | $2,969,000 | +10.6% | 42,581 | +13.4% | 0.25% | -3.1% |
| Q2 2019 | $2,685,000 | +16.0% | 37,556 | +13.5% | 0.26% | +0.8% |
| Q1 2019 | $2,315,000 | +17.6% | 33,098 | +2.0% | 0.26% | -5.1% |
| Q4 2018 | $1,968,000 | -20.3% | 32,446 | +0.1% | 0.27% | -10.7% |
| Q3 2018 | $2,469,000 | +6.1% | 32,413 | +2.4% | 0.31% | -7.8% |
| Q2 2018 | $2,328,000 | +9.0% | 31,654 | +2.4% | 0.33% | -0.3% |
| Q1 2018 | $2,136,000 | +0.7% | 30,902 | +1.6% | 0.33% | -3.7% |
| Q4 2017 | $2,121,000 | +4.8% | 30,417 | +0.8% | 0.35% | -0.3% |
| Q3 2017 | $2,023,000 | +10.6% | 30,181 | +6.7% | 0.35% | +0.9% |
| Q2 2017 | $1,829,000 | -40.9% | 28,288 | -42.3% | 0.34% | +12.0% |
| Q1 2017 | $3,096,000 | +120.5% | 48,994 | +114.5% | 0.31% | -6.7% |
| Q4 2016 | $1,404,000 | – | 22,840 | – | 0.33% | – |
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% |