SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 942 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 | ||||
---|---|---|---|---|---|---|
Q2 2024 | $8,814 | -4.6% | 185,745 | -1.0% | 1.99% | -4.8% |
Q1 2024 | $9,242 | +1.7% | 187,697 | -2.4% | 2.09% | -1.7% |
Q4 2023 | $9,088 | +14.5% | 192,386 | +0.4% | 2.13% | +2.6% |
Q3 2023 | $7,939 | -2.1% | 191,682 | +3.5% | 2.07% | -1.0% |
Q2 2023 | $8,112 | +5.4% | 185,206 | +0.9% | 2.09% | +0.9% |
Q1 2023 | $7,697 | +5.9% | 183,562 | +2.3% | 2.07% | +12.7% |
Q4 2022 | $7,269 | -99.9% | 179,430 | -0.3% | 1.84% | -5.2% |
Q3 2022 | $6,806,000 | -3.6% | 180,053 | -0.6% | 1.94% | -0.5% |
Q2 2022 | $7,060,000 | -19.8% | 181,062 | -2.6% | 1.95% | -10.4% |
Q1 2022 | $8,803,000 | -9.4% | 185,865 | +95.8% | 2.18% | -7.7% |
Q4 2021 | $9,719,000 | +2.0% | 94,913 | -0.3% | 2.36% | -3.4% |
Q3 2021 | $9,532,000 | +1.7% | 95,224 | +5.8% | 2.44% | -0.4% |
Q2 2021 | $9,373,000 | +1.5% | 89,970 | -2.9% | 2.45% | -2.8% |
Q1 2021 | $9,234,000 | +10.4% | 92,643 | -1.4% | 2.52% | +7.3% |
Q4 2020 | $8,361,000 | +28.8% | 93,946 | -1.1% | 2.35% | +23.3% |
Q3 2020 | $6,491,000 | +5.3% | 95,015 | +0.7% | 1.91% | +21.3% |
Q2 2020 | $6,166,000 | +18.3% | 94,362 | -6.7% | 1.57% | +11.6% |
Q1 2020 | $5,212,000 | -32.6% | 101,156 | -1.1% | 1.41% | -14.6% |
Q4 2019 | $7,736,000 | +9.6% | 102,277 | +1.0% | 1.65% | +5.1% |
Q3 2019 | $7,058,000 | -2.2% | 101,217 | +0.3% | 1.57% | -13.4% |
Q2 2019 | $7,216,000 | – | 100,949 | – | 1.81% | – |
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% |