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 | $76 | -3.8% | 1,841 | +1.3% | 0.02% | +4.8% |
Q2 2023 | $79 | +8.2% | 1,818 | 0.0% | 0.02% | +5.0% |
Q1 2023 | $73 | +7.4% | 1,818 | 0.0% | 0.02% | -4.8% |
Q4 2022 | $68 | -99.9% | 1,818 | 0.0% | 0.02% | 0.0% |
Q3 2022 | $69,000 | +9.5% | 1,818 | +11.9% | 0.02% | +5.0% |
Q2 2022 | $63,000 | – | 1,624 | +26966.7% | 0.02% | – |
Q1 2022 | $0 | – | 6 | +100.0% | 0.00% | – |
Q4 2021 | $0 | – | 3 | 0.0% | 0.00% | – |
Q3 2021 | $0 | – | 3 | 0.0% | 0.00% | – |
Q2 2021 | $0 | – | 3 | 0.0% | 0.00% | – |
Q1 2021 | $0 | – | 3 | 0.0% | 0.00% | – |
Q4 2020 | $0 | – | 3 | 0.0% | 0.00% | – |
Q3 2020 | $0 | – | 3 | 0.0% | 0.00% | – |
Q2 2020 | $0 | – | 3 | 0.0% | 0.00% | – |
Q1 2020 | $0 | – | 3 | – | 0.00% | – |
Download |
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% |