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 | $2,049,047 | -5.4% | 49,470 | +0.1% | 1.43% | -1.2% |
| Q2 2023 | $2,165,472 | +1.3% | 49,440 | -3.0% | 1.45% | -2.6% |
| Q1 2023 | $2,137,508 | +3.1% | 50,978 | -0.4% | 1.49% | -4.1% |
| Q4 2022 | $2,073,788 | +4.9% | 51,192 | -2.1% | 1.55% | +0.1% |
| Q3 2022 | $1,976,000 | -3.5% | 52,267 | -0.5% | 1.55% | +7.4% |
| Q2 2022 | $2,048,000 | -25.0% | 52,527 | -8.9% | 1.44% | -13.0% |
| Q1 2022 | $2,731,000 | -6.7% | 57,657 | +101.6% | 1.66% | -10.7% |
| Q4 2021 | $2,928,000 | +2.3% | 28,598 | +0.0% | 1.86% | +9.7% |
| Q3 2021 | $2,862,000 | -5.4% | 28,594 | -1.5% | 1.70% | -6.1% |
| Q2 2021 | $3,024,000 | +3.9% | 29,026 | -0.6% | 1.81% | +39.2% |
| Q1 2021 | $2,911,000 | +13.6% | 29,207 | +1.5% | 1.30% | -27.4% |
| Q4 2020 | $2,562,000 | +26.7% | 28,781 | -2.8% | 1.79% | -5.2% |
| Q3 2020 | $2,022,000 | -1.2% | 29,599 | -5.5% | 1.89% | +2.4% |
| Q2 2020 | $2,047,000 | +19.2% | 31,327 | -6.1% | 1.84% | -3.6% |
| Q1 2020 | $1,718,000 | -41.0% | 33,354 | -13.3% | 1.91% | -27.8% |
| Q4 2019 | $2,910,000 | +4.2% | 38,478 | -3.9% | 2.65% | -8.0% |
| Q3 2019 | $2,792,000 | -10.0% | 40,040 | -7.7% | 2.88% | -11.6% |
| Q2 2019 | $3,101,000 | -90.8% | 43,387 | -98.2% | 3.25% | +29.1% |
| Q1 2019 | $33,877,000 | – | 2,431,607 | – | 2.52% | – |
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% |