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 | $402,317 | -15.8% | 10,380 | -1.5% | 0.02% | -16.7% |
| Q2 2023 | $477,552 | -5.5% | 10,533 | -12.6% | 0.02% | -22.6% |
| Q1 2023 | $505,327 | -8.3% | 12,052 | -2.7% | 0.03% | -11.4% |
| Q4 2022 | $550,792 | +41.2% | 12,386 | +30.4% | 0.04% | +16.7% |
| Q3 2022 | $390,000 | +7.4% | 9,499 | +2.0% | 0.03% | -6.2% |
| Q2 2022 | $363,000 | +7.7% | 9,315 | +31.0% | 0.03% | +10.3% |
| Q1 2022 | $337,000 | -4.8% | 7,113 | +105.9% | 0.03% | -12.1% |
| Q4 2021 | $354,000 | +6.3% | 3,455 | +3.8% | 0.03% | -13.2% |
| Q3 2021 | $333,000 | +11.7% | 3,330 | +16.3% | 0.04% | -7.3% |
| Q2 2021 | $298,000 | +14.2% | 2,863 | +9.5% | 0.04% | -10.9% |
| Q1 2021 | $261,000 | – | 2,615 | – | 0.05% | – |
Download | ||||||
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% |