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 2021 | $2,087,000 | -47.5% | 20,846 | -45.4% | 0.33% | -49.7% |
| Q2 2021 | $3,978,000 | +11.7% | 38,186 | +7.9% | 0.66% | +0.3% |
| Q1 2021 | $3,561,000 | +11.2% | 35,379 | -1.7% | 0.66% | -9.3% |
| Q4 2020 | $3,203,000 | +113.5% | 35,987 | +28.2% | 0.73% | +10.9% |
| Q1 2020 | $1,500,000 | -28.6% | 28,072 | +0.8% | 0.66% | -27.7% |
| Q4 2019 | $2,101,000 | +13.3% | 27,845 | +2.8% | 0.91% | -11.7% |
| Q3 2019 | $1,854,000 | +13.3% | 27,099 | +18.7% | 1.03% | -14.2% |
| Q2 2019 | $1,637,000 | +18.9% | 22,829 | +16.0% | 1.20% | +12.1% |
| Q1 2019 | $1,377,000 | – | 19,686 | – | 1.07% | – |
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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% |