SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 920 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is 0.68 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,833,829 | -12.7% | 44,274 | -7.7% | 1.09% | -10.6% |
| Q2 2023 | $2,101,655 | +7.8% | 47,983 | +3.2% | 1.22% | +1.2% |
| Q1 2023 | $1,949,451 | +2.2% | 46,493 | -1.3% | 1.20% | -7.5% |
| Q4 2022 | $1,908,062 | +4.4% | 47,101 | -2.5% | 1.30% | +3.6% |
| Q3 2022 | $1,827,000 | -0.8% | 48,324 | +2.3% | 1.26% | -4.1% |
| Q2 2022 | $1,842,000 | -12.8% | 47,255 | +5.9% | 1.31% | -2.2% |
| Q1 2022 | $2,113,000 | +0.6% | 44,611 | +117.4% | 1.34% | +4.0% |
| Q4 2021 | $2,101,000 | +5.9% | 20,518 | +3.5% | 1.29% | -1.0% |
| Q3 2021 | $1,984,000 | +1.5% | 19,823 | +5.6% | 1.30% | +8.2% |
| Q2 2021 | $1,955,000 | +5.6% | 18,763 | +1.0% | 1.20% | +0.6% |
| Q1 2021 | $1,851,000 | +13.4% | 18,576 | +1.3% | 1.20% | +7.2% |
| Q4 2020 | $1,632,000 | +30.2% | 18,342 | +0.0% | 1.12% | +10.5% |
| Q3 2020 | $1,253,000 | -4.4% | 18,333 | -8.5% | 1.01% | -6.9% |
| Q2 2020 | $1,310,000 | +89.3% | 20,046 | +119.0% | 1.08% | +52.0% |
| Q4 2019 | $692,000 | – | 9,153 | – | 0.71% | – |
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% |