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 | $2,445,667 | -4.5% | 59,046 | +1.0% | 1.38% | -2.8% |
| Q2 2023 | $2,561,756 | +4.4% | 58,488 | -0.1% | 1.42% | -3.1% |
| Q1 2023 | $2,454,048 | +3.2% | 58,527 | -0.3% | 1.46% | -4.5% |
| Q4 2022 | $2,378,797 | +11.9% | 58,721 | +4.4% | 1.53% | -0.8% |
| Q3 2022 | $2,125,000 | -0.2% | 56,226 | +2.9% | 1.54% | -1.3% |
| Q2 2022 | $2,130,000 | -17.8% | 54,636 | -0.2% | 1.56% | -4.4% |
| Q1 2022 | $2,592,000 | -12.2% | 54,728 | +89.8% | 1.64% | -6.9% |
| Q4 2021 | $2,953,000 | -1.6% | 28,833 | -3.8% | 1.76% | -9.1% |
| Q3 2021 | $3,001,000 | -6.6% | 29,980 | -2.8% | 1.94% | -8.5% |
| Q2 2021 | $3,213,000 | -1.2% | 30,837 | -4.3% | 2.12% | -4.7% |
| Q1 2021 | $3,252,000 | -3.1% | 32,234 | -8.7% | 2.22% | -11.5% |
| Q4 2020 | $3,357,000 | – | 35,292 | – | 2.51% | – |
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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% |