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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $3,654,709 | +4.5% | 83,439 | +0.1% | 1.10% | -5.6% |
| Q1 2023 | $3,496,226 | +2.5% | 83,380 | -1.0% | 1.16% | -7.8% |
| Q4 2022 | $3,412,209 | +7.0% | 84,230 | -0.1% | 1.26% | -16.1% |
| Q3 2022 | $3,188,000 | -3.7% | 84,296 | -0.7% | 1.51% | -9.8% |
| Q2 2022 | $3,310,000 | -17.9% | 84,888 | -0.3% | 1.67% | -19.4% |
| Q1 2022 | $4,034,000 | -8.1% | 85,176 | +98.8% | 2.07% | -18.0% |
| Q4 2021 | $4,389,000 | +1.3% | 42,840 | -1.0% | 2.52% | -28.9% |
| Q3 2021 | $4,332,000 | -7.5% | 43,282 | -3.7% | 3.55% | -10.8% |
| Q2 2021 | $4,681,000 | +1.7% | 44,933 | -2.7% | 3.98% | -24.3% |
| Q1 2021 | $4,601,000 | -25.4% | 46,167 | -48.9% | 5.26% | +95.4% |
| Q3 2020 | $6,164,000 | +93.2% | 90,280 | +84.8% | 2.69% | +19.9% |
| Q2 2020 | $3,190,000 | +13.7% | 48,842 | -10.2% | 2.24% | +29.9% |
| Q1 2020 | $2,805,000 | -33.8% | 54,393 | -2.9% | 1.73% | +39.5% |
| Q4 2019 | $4,234,000 | +9.2% | 56,014 | +0.6% | 1.24% | +3.3% |
| Q3 2019 | $3,879,000 | -2.7% | 55,682 | -0.2% | 1.20% | -1.6% |
| Q2 2019 | $3,988,000 | +0.9% | 55,804 | -1.3% | 1.22% | -1.1% |
| Q1 2019 | $3,952,000 | +10.2% | 56,513 | -4.3% | 1.23% | +1.4% |
| Q4 2018 | $3,586,000 | -23.7% | 59,071 | -4.2% | 1.22% | -13.7% |
| Q3 2018 | $4,698,000 | +0.5% | 61,682 | -3.0% | 1.41% | -2.4% |
| Q2 2018 | $4,675,000 | -15.3% | 63,579 | -20.4% | 1.44% | -17.3% |
| Q1 2018 | $5,520,000 | -21.8% | 79,894 | -21.2% | 1.74% | -24.0% |
| Q4 2017 | $7,059,000 | – | 101,350 | – | 2.30% | – |
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% |