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 | $870,232 | -6.1% | 21,010 | -0.7% | 0.31% | -1.9% |
| Q2 2023 | $926,788 | +5.4% | 21,160 | +0.9% | 0.32% | -2.7% |
| Q1 2023 | $879,403 | +5.4% | 20,973 | +1.9% | 0.33% | -5.7% |
| Q4 2022 | $833,961 | +9.6% | 20,587 | +2.1% | 0.35% | -2.5% |
| Q3 2022 | $761,000 | -16.8% | 20,156 | -14.1% | 0.36% | -17.3% |
| Q2 2022 | $915,000 | -44.9% | 23,475 | -33.1% | 0.43% | -46.0% |
| Q1 2022 | $1,661,000 | +58.5% | 35,069 | +242.7% | 0.80% | +101.5% |
| Q4 2021 | $1,048,000 | -15.2% | 10,232 | -13.8% | 0.40% | -29.7% |
| Q2 2021 | $1,236,000 | +3.4% | 11,872 | -1.0% | 0.57% | -9.3% |
| Q1 2021 | $1,195,000 | +12.7% | 11,994 | +0.7% | 0.62% | -0.5% |
| Q4 2020 | $1,060,000 | +970.7% | 11,914 | +814.4% | 0.63% | +747.3% |
| Q3 2018 | $99,000 | +6.5% | 1,303 | +2.4% | 0.07% | -10.8% |
| Q2 2018 | $93,000 | +12.0% | 1,273 | +6.4% | 0.08% | +10.7% |
| Q4 2017 | $83,000 | – | 1,196 | – | 0.08% | – |
Download | ||||||
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% |