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 | ||||
---|---|---|---|---|---|---|
Q1 2023 | $3,300,463 | +3.8% | 78,714 | +0.3% | 1.18% | -0.4% |
Q4 2022 | $3,180,489 | +7.2% | 78,511 | +0.1% | 1.19% | -2.8% |
Q3 2022 | $2,966,000 | -3.0% | 78,464 | +0.0% | 1.22% | +2.5% |
Q2 2022 | $3,058,000 | -17.5% | 78,432 | +0.2% | 1.19% | -7.9% |
Q1 2022 | $3,705,000 | -7.4% | 78,247 | +100.1% | 1.29% | -4.2% |
Q4 2021 | $4,003,000 | +2.9% | 39,095 | +0.6% | 1.35% | -4.7% |
Q3 2021 | $3,892,000 | -3.9% | 38,876 | +0.0% | 1.42% | -5.3% |
Q2 2021 | $4,049,000 | +4.0% | 38,863 | -0.6% | 1.50% | -2.2% |
Q1 2021 | $3,895,000 | +6.0% | 39,078 | -5.3% | 1.53% | -3.5% |
Q4 2020 | $3,673,000 | +30.3% | 41,268 | +0.0% | 1.58% | +14.9% |
Q3 2020 | $2,818,000 | +4.6% | 41,253 | +0.0% | 1.38% | -2.2% |
Q2 2020 | $2,694,000 | +17.7% | 41,235 | -7.2% | 1.41% | +5.4% |
Q1 2020 | $2,289,000 | -7.0% | 44,427 | +36.5% | 1.34% | +15.9% |
Q4 2019 | $2,462,000 | +7.7% | 32,544 | -0.8% | 1.15% | -0.6% |
Q3 2019 | $2,287,000 | -0.4% | 32,802 | +2.1% | 1.16% | -2.2% |
Q2 2019 | $2,297,000 | +2.8% | 32,138 | +0.5% | 1.19% | -2.2% |
Q1 2019 | $2,235,000 | +16.5% | 31,964 | +1.0% | 1.21% | +1.5% |
Q4 2018 | $1,919,000 | -12.3% | 31,633 | +10.1% | 1.20% | -5.4% |
Q3 2018 | $2,189,000 | +4.1% | 28,737 | +0.6% | 1.26% | -2.6% |
Q2 2018 | $2,102,000 | +35.4% | 28,578 | +27.3% | 1.30% | +36.3% |
Q1 2018 | $1,552,000 | +38.0% | 22,450 | +39.1% | 0.95% | +38.2% |
Q4 2017 | $1,125,000 | +9.0% | 16,137 | +5.3% | 0.69% | +3.8% |
Q3 2017 | $1,032,000 | +13.0% | 15,321 | +7.3% | 0.66% | +7.3% |
Q2 2017 | $913,000 | +1.6% | 14,282 | +0.0% | 0.62% | -4.2% |
Q1 2017 | $899,000 | +2.4% | 14,278 | -0.0% | 0.65% | -4.2% |
Q4 2016 | $878,000 | – | 14,279 | – | 0.67% | – |
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% |