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 | $5,586,204 | -6.2% | 134,867 | -0.8% | 0.02% | +214.3% |
| Q2 2023 | $5,956,879 | +10.4% | 136,002 | +5.7% | 0.01% | -93.5% |
| Q1 2023 | $5,394,236 | -12.6% | 128,648 | -17.7% | 0.11% | +38.5% |
| Q4 2022 | $6,175,298 | +74.9% | 156,315 | +67.4% | 0.08% | +73.3% |
| Q3 2022 | $3,530,000 | +3.9% | 93,384 | +6.2% | 0.04% | +7.1% |
| Q2 2022 | $3,398,000 | -10.5% | 87,944 | +9.8% | 0.04% | +7.7% |
| Q1 2022 | $3,795,000 | -1.7% | 80,126 | +112.5% | 0.04% | +5.4% |
| Q4 2021 | $3,861,000 | +45.0% | 37,704 | +41.7% | 0.04% | +2.8% |
| Q3 2021 | $2,663,000 | +76.0% | 26,603 | +83.2% | 0.04% | +71.4% |
| Q2 2021 | $1,513,000 | +29.8% | 14,520 | +24.1% | 0.02% | +16.7% |
| Q1 2021 | $1,166,000 | +15.3% | 11,699 | +3.0% | 0.02% | +12.5% |
| Q4 2020 | $1,011,000 | +2051.1% | 11,360 | +1583.0% | 0.02% | +700.0% |
| Q1 2019 | $47,000 | +14.6% | 675 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $41,000 | – | 675 | – | 0.00% | – |
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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% |