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 | $12,762 | +9.0% | 308 | +15.4% | 0.01% | +25.0% |
Q2 2023 | $11,710 | +14.6% | 267 | +9.4% | 0.00% | -20.0% |
Q1 2023 | $10,216 | +14.1% | 244 | +10.4% | 0.01% | -16.7% |
Q4 2022 | $8,951 | +11.9% | 221 | +8.9% | 0.01% | 0.0% |
Q3 2022 | $8,000 | 0.0% | 203 | +2.0% | 0.01% | 0.0% |
Q2 2022 | $8,000 | -55.6% | 199 | -50.0% | 0.01% | -53.8% |
Q1 2022 | $18,000 | +80.0% | 398 | +302.0% | 0.01% | +62.5% |
Q4 2021 | $10,000 | 0.0% | 99 | 0.0% | 0.01% | 0.0% |
Q3 2021 | $10,000 | 0.0% | 99 | 0.0% | 0.01% | +14.3% |
Q2 2021 | $10,000 | 0.0% | 99 | +1.0% | 0.01% | -12.5% |
Q1 2021 | $10,000 | +11.1% | 98 | 0.0% | 0.01% | -11.1% |
Q4 2020 | $9,000 | -81.2% | 98 | -84.5% | 0.01% | -71.9% |
Q3 2018 | $48,000 | +2.1% | 634 | +0.2% | 0.03% | -5.9% |
Q2 2018 | $47,000 | +6.8% | 633 | 0.0% | 0.03% | 0.0% |
Q1 2018 | $44,000 | +29.4% | 633 | +0.2% | 0.03% | +36.0% |
Q4 2017 | $34,000 | – | 632 | – | 0.02% | – |
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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% |