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 | $633,806 | -6.7% | 15,302 | -1.3% | 0.24% | -14.0% |
| Q2 2023 | $679,294 | +4.5% | 15,509 | 0.0% | 0.28% | -9.8% |
| Q1 2023 | $650,284 | -4.0% | 15,509 | -7.3% | 0.32% | -12.2% |
| Q4 2022 | $677,569 | -6.4% | 16,726 | -12.7% | 0.36% | -14.3% |
| Q3 2022 | $724,000 | -36.9% | 19,165 | -34.9% | 0.42% | -30.2% |
| Q2 2022 | $1,148,000 | -13.2% | 29,448 | +5.4% | 0.60% | -3.4% |
| Q1 2022 | $1,323,000 | -1.6% | 27,937 | +92.0% | 0.62% | -2.2% |
| Q4 2021 | $1,344,000 | +77.3% | 14,553 | +100.9% | 0.64% | +61.7% |
| Q3 2021 | $758,000 | -4.2% | 7,244 | -7.1% | 0.39% | -11.7% |
| Q2 2021 | $791,000 | +8.1% | 7,798 | +6.2% | 0.45% | -16.2% |
| Q1 2021 | $732,000 | +34.6% | 7,343 | +20.2% | 0.53% | +31.4% |
| Q4 2020 | $544,000 | +57.2% | 6,108 | +20.8% | 0.40% | +41.6% |
| Q3 2020 | $346,000 | +4.8% | 5,057 | 0.0% | 0.29% | -1.4% |
| Q2 2020 | $330,000 | +7.1% | 5,057 | -15.5% | 0.29% | -5.8% |
| Q1 2020 | $308,000 | -32.6% | 5,983 | -0.9% | 0.31% | -26.3% |
| Q4 2019 | $457,000 | +8.0% | 6,040 | -0.4% | 0.42% | -6.5% |
| Q3 2019 | $423,000 | -9.6% | 6,064 | -7.3% | 0.45% | -12.7% |
| Q2 2019 | $468,000 | -1.3% | 6,542 | -3.6% | 0.51% | -10.5% |
| Q1 2019 | $474,000 | -41.6% | 6,784 | -49.2% | 0.57% | -49.8% |
| Q4 2018 | $811,000 | +18.6% | 13,365 | +49.0% | 1.14% | +56.8% |
| Q3 2018 | $684,000 | +4.6% | 8,971 | +1.0% | 0.73% | -10.7% |
| Q2 2018 | $654,000 | +7.0% | 8,885 | +0.4% | 0.81% | +24.5% |
| Q1 2018 | $611,000 | -17.8% | 8,846 | -16.9% | 0.65% | -19.8% |
| Q4 2017 | $743,000 | – | 10,649 | – | 0.82% | – |
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% |