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 | $1,059,970 | -14.5% | 25,591 | -9.6% | 0.29% | -13.8% |
| Q2 2023 | $1,240,140 | -9.7% | 28,314 | -13.6% | 0.33% | -20.1% |
| Q1 2023 | $1,373,705 | +6.5% | 32,762 | +2.9% | 0.42% | -2.3% |
| Q4 2022 | $1,289,807 | -0.9% | 31,839 | -7.5% | 0.43% | -10.5% |
| Q3 2022 | $1,301,000 | -46.3% | 34,422 | -32.8% | 0.48% | -38.0% |
| Q2 2022 | $2,424,000 | 0.0% | 51,187 | 0.0% | 0.77% | 0.0% |
| Q1 2022 | $2,424,000 | -5.7% | 51,187 | +103.9% | 0.77% | -13.3% |
| Q4 2021 | $2,570,000 | +5.8% | 25,098 | +3.4% | 0.89% | -10.8% |
| Q3 2021 | $2,429,000 | -10.0% | 24,265 | -6.3% | 0.99% | -19.6% |
| Q2 2021 | $2,699,000 | +0.4% | 25,904 | -3.9% | 1.24% | -13.1% |
| Q1 2021 | $2,688,000 | +6.9% | 26,967 | -4.3% | 1.42% | -4.8% |
| Q4 2020 | $2,514,000 | +31.3% | 28,178 | +0.5% | 1.49% | -0.7% |
| Q3 2020 | $1,915,000 | -49.4% | 28,024 | -3.3% | 1.50% | +5.0% |
| Q2 2020 | $3,782,000 | +103.3% | 28,972 | -19.7% | 1.43% | -15.6% |
| Q1 2020 | $1,860,000 | -38.9% | 36,094 | -17.4% | 1.70% | -19.8% |
| Q4 2019 | $3,046,000 | 0.0% | 43,685 | 0.0% | 2.12% | +0.4% |
| Q3 2019 | $3,046,000 | -2.6% | 43,685 | -0.2% | 2.11% | -4.7% |
| Q2 2019 | $3,128,000 | +0.2% | 43,762 | -2.0% | 2.21% | -4.7% |
| Q1 2019 | $3,122,000 | +10.4% | 44,643 | -4.2% | 2.32% | -4.8% |
| Q4 2018 | $2,827,000 | – | 46,591 | – | 2.44% | – |
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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% |