SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 920 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is 0.68 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,350,128 | -10.8% | 32,596 | -5.7% | 0.65% | -7.8% |
| Q2 2023 | $1,513,751 | -2.1% | 34,561 | -6.2% | 0.71% | -3.3% |
| Q1 2023 | $1,545,541 | +2.6% | 36,860 | -0.9% | 0.73% | -2.9% |
| Q4 2022 | $1,506,751 | +6.6% | 37,195 | -0.5% | 0.75% | +6.7% |
| Q3 2022 | $1,413,000 | -7.9% | 37,369 | -5.1% | 0.70% | -19.2% |
| Q2 2022 | $1,535,000 | -13.9% | 39,378 | +4.6% | 0.87% | -4.6% |
| Q1 2022 | $1,783,000 | +5.8% | 37,658 | +128.6% | 0.91% | +13.7% |
| Q4 2021 | $1,686,000 | +2.7% | 16,470 | +4.5% | 0.80% | -7.1% |
| Q2 2021 | $1,641,000 | +4.8% | 15,754 | +0.3% | 0.86% | -9.4% |
| Q1 2021 | $1,566,000 | +65.4% | 15,714 | +8.4% | 0.96% | +24.3% |
| Q3 2020 | $947,000 | 0.0% | 14,498 | 0.0% | 0.77% | 0.0% |
| Q2 2020 | $947,000 | -100.0% | 14,498 | -65.1% | 0.77% | -72.1% |
| Q1 2020 | $2,874,531,000 | +178775.6% | 41,582 | +95.7% | 2.75% | +96.4% |
| Q4 2019 | $1,607,000 | +8.0% | 21,246 | -0.4% | 1.40% | -7.0% |
| Q3 2019 | $1,488,000 | -6.9% | 21,338 | -4.6% | 1.50% | +6.5% |
| Q2 2019 | $1,598,000 | -0.9% | 22,362 | -3.0% | 1.41% | -5.2% |
| Q1 2019 | $1,612,000 | -31.5% | 23,047 | -40.6% | 1.49% | -34.4% |
| Q4 2018 | $2,353,000 | -99.9% | 38,773 | +0.2% | 2.27% | -7.1% |
| Q3 2018 | $2,948,294,000 | +5.9% | 38,707 | +2.3% | 2.45% | -3.4% |
| Q2 2018 | $2,783,266,000 | -3.2% | 37,831 | -9.0% | 2.53% | -7.9% |
| Q1 2018 | $2,874,531,000 | – | 41,582 | – | 2.75% | – |
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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% |