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 | $812,412 | -4.7% | 19,614 | +0.7% | 2.60% | -16.7% |
| Q2 2023 | $852,830 | +11.6% | 19,471 | +6.9% | 3.12% | +0.5% |
| Q1 2023 | $764,007 | +4.7% | 18,221 | +1.1% | 3.11% | -11.8% |
| Q4 2022 | $729,788 | +20.2% | 18,015 | +12.2% | 3.52% | +3.1% |
| Q3 2022 | $607,000 | -3.0% | 16,052 | -0.1% | 3.42% | +7.8% |
| Q2 2022 | $626,000 | -15.5% | 16,064 | +2.7% | 3.17% | -5.1% |
| Q1 2022 | $741,000 | -3.8% | 15,643 | +108.0% | 3.34% | -11.9% |
| Q4 2021 | $770,000 | +21.3% | 7,521 | +18.6% | 3.79% | +0.4% |
| Q3 2021 | $635,000 | +9.1% | 6,343 | +13.6% | 3.78% | -13.8% |
| Q2 2021 | $582,000 | +31.1% | 5,583 | +25.3% | 4.38% | -15.2% |
| Q1 2021 | $444,000 | +53.6% | 4,456 | +36.8% | 5.16% | -20.1% |
| Q4 2020 | $289,000 | – | 3,258 | – | 6.46% | – |
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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% |