SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 921 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is 0.14 and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,330,535 | -7.2% | 32,123 | -1.8% | 0.83% | -7.4% |
Q2 2023 | $1,433,048 | -8.2% | 32,718 | -12.1% | 0.90% | -11.6% |
Q1 2023 | $1,560,215 | -7.6% | 37,210 | -10.8% | 1.01% | -11.4% |
Q4 2022 | $1,689,024 | -23.7% | 41,694 | -28.9% | 1.14% | -28.5% |
Q3 2022 | $2,215,000 | +74.0% | 58,601 | +79.4% | 1.60% | +79.8% |
Q2 2022 | $1,273,000 | -18.1% | 32,662 | -0.4% | 0.89% | -7.0% |
Q1 2022 | $1,554,000 | -8.4% | 32,804 | +98.1% | 0.96% | -5.7% |
Q4 2021 | $1,696,000 | +0.2% | 16,559 | -2.1% | 1.02% | -5.5% |
Q3 2021 | $1,693,000 | -9.8% | 16,909 | -6.1% | 1.08% | -13.4% |
Q2 2021 | $1,877,000 | -3.6% | 18,015 | -6.4% | 1.24% | -10.7% |
Q1 2021 | $1,948,000 | +5.6% | 19,240 | -7.2% | 1.39% | -13.5% |
Q4 2020 | $1,845,000 | – | 20,727 | – | 1.61% | – |
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% |