SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 932 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 | ||||
---|---|---|---|---|---|---|
Q2 2024 | $446,837 | -92.0% | 9,417 | -91.7% | 0.05% | -92.2% |
Q1 2024 | $5,587,121 | -9.2% | 113,467 | -12.9% | 0.63% | -16.6% |
Q4 2023 | $6,150,984 | -9.6% | 130,207 | -20.7% | 0.75% | -17.9% |
Q3 2023 | $6,802,531 | -15.6% | 164,233 | -10.7% | 0.92% | -10.8% |
Q2 2023 | $8,059,769 | -3.1% | 184,013 | -7.2% | 1.03% | -5.7% |
Q1 2023 | $8,314,216 | +0.9% | 198,288 | -2.5% | 1.09% | +0.2% |
Q4 2022 | $8,242,205 | -10.7% | 203,461 | -16.7% | 1.09% | -17.4% |
Q3 2022 | $9,231,000 | +374.1% | 244,215 | +389.1% | 1.32% | +396.2% |
Q2 2022 | $1,947,000 | -12.8% | 49,929 | +5.9% | 0.26% | +6.4% |
Q1 2022 | $2,233,000 | -26.2% | 47,142 | +59.5% | 0.25% | -18.4% |
Q4 2021 | $3,027,000 | -10.2% | 29,556 | -12.2% | 0.30% | -18.9% |
Q3 2021 | $3,371,000 | -12.2% | 33,676 | -8.7% | 0.38% | -11.5% |
Q2 2021 | $3,841,000 | +28.1% | 36,871 | +24.2% | 0.42% | +21.4% |
Q1 2021 | $2,998,000 | +77.4% | 29,677 | +56.3% | 0.35% | +59.8% |
Q4 2020 | $1,690,000 | +77.7% | 18,987 | +36.5% | 0.22% | +52.1% |
Q3 2020 | $951,000 | -6.7% | 13,914 | -10.8% | 0.14% | -11.7% |
Q2 2020 | $1,019,000 | +11.0% | 15,596 | -12.5% | 0.16% | -4.1% |
Q1 2020 | $918,000 | -38.6% | 17,827 | -9.2% | 0.17% | -21.7% |
Q4 2019 | $1,494,000 | +24.8% | 19,623 | +14.3% | 0.22% | +13.6% |
Q3 2019 | $1,197,000 | +6.8% | 17,162 | +9.4% | 0.19% | +1.1% |
Q2 2019 | $1,121,000 | +6.2% | 15,687 | +3.9% | 0.19% | +0.5% |
Q1 2019 | $1,056,000 | +22.9% | 15,098 | +6.6% | 0.19% | +10.6% |
Q4 2018 | $859,000 | -23.0% | 14,163 | -3.2% | 0.17% | -7.6% |
Q3 2018 | $1,115,000 | – | 14,638 | – | 0.18% | – |
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% |