SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 920 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is 0.68 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $12,762,982 | -7.4% | 308,136 | -2.1% | 0.28% | -9.5% |
| Q2 2023 | $13,779,070 | +1.2% | 314,591 | -3.1% | 0.30% | -4.4% |
| Q1 2023 | $13,611,742 | +2.5% | 324,630 | -1.0% | 0.32% | -17.1% |
| Q4 2022 | $13,278,559 | -0.6% | 327,785 | -7.2% | 0.38% | -22.2% |
| Q3 2022 | $13,353,000 | -1.9% | 353,246 | +1.2% | 0.50% | -15.2% |
| Q2 2022 | $13,605,000 | -19.4% | 348,934 | -2.1% | 0.58% | -8.3% |
| Q1 2022 | $16,877,000 | -11.2% | 356,350 | +91.9% | 0.64% | -5.3% |
| Q4 2021 | $19,013,000 | -0.5% | 185,670 | -2.7% | 0.67% | -11.1% |
| Q3 2021 | $19,101,000 | -5.6% | 190,827 | -1.7% | 0.76% | -9.1% |
| Q2 2021 | $20,228,000 | +2.9% | 194,169 | -1.5% | 0.83% | -9.4% |
| Q1 2021 | $19,657,000 | +11.3% | 197,220 | -0.5% | 0.92% | -0.1% |
| Q4 2020 | $17,667,000 | +24.6% | 198,222 | -4.5% | 0.92% | -6.1% |
| Q3 2020 | $14,181,000 | +3.5% | 207,459 | -0.9% | 0.98% | -0.7% |
| Q2 2020 | $13,695,000 | +29.8% | 209,384 | +2.4% | 0.99% | +5.6% |
| Q1 2020 | $10,553,000 | +34.9% | 204,405 | +97.6% | 0.94% | +51.8% |
| Q4 2019 | $7,825,000 | +9.2% | 103,454 | +0.7% | 0.62% | -4.2% |
| Q3 2019 | $7,163,000 | -25.6% | 102,724 | -23.8% | 0.64% | -13.8% |
| Q2 2019 | $9,632,000 | +79.4% | 134,750 | +75.9% | 0.75% | -5.0% |
| Q1 2019 | $5,368,000 | +70.6% | 76,597 | +47.8% | 0.78% | +47.8% |
| Q4 2018 | $3,146,000 | -28.9% | 51,840 | -10.8% | 0.53% | -48.8% |
| Q3 2018 | $4,427,000 | +3.5% | 58,116 | +9.6% | 1.04% | +15.7% |
| Q2 2018 | $4,278,000 | +6.2% | 53,035 | -9.4% | 0.90% | +1.4% |
| Q1 2018 | $4,028,000 | +16.2% | 58,554 | +17.8% | 0.88% | +123.5% |
| Q4 2017 | $3,465,000 | +22.5% | 49,689 | +18.4% | 0.40% | -61.9% |
| Q3 2017 | $2,828,000 | +6.3% | 41,973 | +0.8% | 1.04% | +31.0% |
| Q2 2017 | $2,660,000 | – | 41,627 | – | 0.79% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Strategic Financial Planning, Inc. | 301,624 | $12,647,105 | 11.56% |
| MONEYWISE, INC. | 418,944 | $17,566,336 | 11.36% |
| Financial Advisors, LLC | 934,943 | $39,202,142 | 9.93% |
| RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 712,588 | $29,878,802 | 9.58% |
| FIDELIS iM, LLC | 368,904 | $15,468,149 | 9.23% |
| Mokosak Advisory Group, LLC | 470,550 | $19,731,715 | 8.41% |
| Ascension Capital Advisors, Inc. | 241,825 | $10,139,725 | 7.83% |
| MERIDIAN MANAGEMENT CO | 508,516 | $21,322,076 | 6.99% |
| Marcum Wealth, LLC | 1,271,131 | $53,298,536 | 6.65% |
| Waterford Advisors, LLC | 291,287 | $12,214 | 6.61% |