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 | $3,991,817 | +16.8% | 96,374 | +23.5% | 0.12% | +8.8% |
| Q2 2023 | $3,417,560 | +24.9% | 78,026 | +19.6% | 0.11% | +15.3% |
| Q1 2023 | $2,735,440 | +13.5% | 65,238 | +9.6% | 0.10% | +2.1% |
| Q4 2022 | $2,410,855 | +18.8% | 59,513 | +10.9% | 0.10% | +9.1% |
| Q3 2022 | $2,029,000 | -3.9% | 53,672 | -0.1% | 0.09% | 0.0% |
| Q2 2022 | $2,112,000 | -10.3% | 53,709 | +5.1% | 0.09% | -3.3% |
| Q1 2022 | $2,355,000 | +0.3% | 51,079 | +117.4% | 0.09% | +3.4% |
| Q4 2021 | $2,349,000 | +3.2% | 23,495 | +4.3% | 0.09% | -11.1% |
| Q3 2021 | $2,277,000 | -2.1% | 22,530 | -0.1% | 0.10% | -11.6% |
| Q2 2021 | $2,327,000 | +1.1% | 22,546 | -1.9% | 0.11% | -15.8% |
| Q1 2021 | $2,302,000 | – | 22,973 | – | 0.13% | – |
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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% |