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 2021 | $29,000 | -3.3% | 286 | 0.0% | 0.01% | +14.3% |
| Q2 2021 | $30,000 | +3.4% | 286 | 0.0% | 0.01% | -12.5% |
| Q1 2021 | $29,000 | +16.0% | 286 | 0.0% | 0.01% | +14.3% |
| Q4 2020 | $25,000 | +25.0% | 286 | -0.7% | 0.01% | 0.0% |
| Q3 2020 | $20,000 | +5.3% | 288 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $19,000 | +26.7% | 288 | 0.0% | 0.01% | -12.5% |
| Q1 2020 | $15,000 | -31.8% | 288 | 0.0% | 0.01% | -27.3% |
| Q4 2019 | $22,000 | -98.9% | 288 | -99.0% | 0.01% | -98.9% |
| Q3 2019 | $1,930,000 | -9.9% | 27,671 | -7.6% | 1.02% | -16.2% |
| Q2 2019 | $2,141,000 | -0.4% | 29,946 | -2.5% | 1.22% | -4.0% |
| Q1 2019 | $2,149,000 | +1.5% | 30,725 | -12.0% | 1.27% | -16.6% |
| Q4 2018 | $2,117,000 | -24.8% | 34,896 | -5.6% | 1.52% | -14.5% |
| Q3 2018 | $2,816,000 | +1.7% | 36,974 | -1.7% | 1.78% | -15.5% |
| Q2 2018 | $2,769,000 | +13745.0% | 37,632 | +13058.0% | 2.10% | +13031.2% |
| Q1 2018 | $20,000 | – | 286 | – | 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% |