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 | $4,310,917 | +17.3% | 104,078 | +24.1% | 1.00% | +19.5% |
| Q2 2023 | $3,673,750 | -0.4% | 83,876 | -4.7% | 0.84% | -4.9% |
| Q1 2023 | $3,688,579 | -5.5% | 87,970 | -8.7% | 0.88% | -26.1% |
| Q4 2022 | $3,904,107 | +12.5% | 96,374 | +5.0% | 1.19% | +1.6% |
| Q3 2022 | $3,469,000 | +13.1% | 91,783 | +16.7% | 1.17% | +14.1% |
| Q2 2022 | $3,068,000 | +413.9% | 78,679 | +524.0% | 1.03% | +454.6% |
| Q1 2022 | $597,000 | -8.0% | 12,609 | +98.9% | 0.18% | -8.4% |
| Q4 2021 | $649,000 | +1.7% | 6,339 | -0.6% | 0.20% | -8.2% |
| Q3 2021 | $638,000 | -3.8% | 6,377 | +0.2% | 0.22% | -11.6% |
| Q2 2021 | $663,000 | -0.5% | 6,367 | -4.7% | 0.25% | -9.8% |
| Q1 2021 | $666,000 | +8.5% | 6,684 | -3.0% | 0.28% | -1.4% |
| Q4 2020 | $614,000 | +29.5% | 6,894 | -0.6% | 0.28% | +9.4% |
| Q3 2020 | $474,000 | +0.4% | 6,939 | -3.9% | 0.26% | -11.1% |
| Q2 2020 | $472,000 | +29.7% | 7,217 | +2.0% | 0.29% | +5.9% |
| Q1 2020 | $364,000 | -24.5% | 7,074 | +11.1% | 0.27% | -21.4% |
| Q4 2019 | $482,000 | -21.6% | 6,368 | -27.8% | 0.35% | -29.0% |
| Q3 2019 | $615,000 | +10.8% | 8,818 | +13.5% | 0.49% | +2.3% |
| Q2 2019 | $555,000 | +5.5% | 7,771 | +3.2% | 0.48% | -1.4% |
| Q1 2019 | $526,000 | -16.2% | 7,527 | -27.3% | 0.48% | -27.4% |
| Q4 2018 | $628,000 | – | 10,349 | – | 0.66% | – |
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% |