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 | $1,871,487 | -10.4% | 45,183 | -5.2% | 0.30% | -9.6% |
Q2 2023 | $2,087,823 | +5.8% | 47,667 | +1.3% | 0.33% | -0.9% |
Q1 2023 | $1,973,961 | -1.5% | 47,078 | -4.8% | 0.34% | -7.2% |
Q4 2022 | $2,003,005 | -8.3% | 49,445 | -14.4% | 0.36% | -6.2% |
Q3 2022 | $2,184,000 | -1.6% | 57,770 | +1.5% | 0.38% | -4.7% |
Q2 2022 | $2,219,000 | -8.5% | 56,920 | +1.1% | 0.40% | -12.4% |
Q1 2022 | $2,426,000 | -20.1% | 56,318 | +90.0% | 0.46% | -32.5% |
Q4 2021 | $3,035,000 | +26.0% | 29,641 | +23.2% | 0.68% | +5.7% |
Q3 2021 | $2,409,000 | +561.8% | 24,062 | +589.1% | 0.65% | +471.7% |
Q2 2021 | $364,000 | +36.8% | 3,492 | -0.6% | 0.11% | -27.1% |
Q4 2019 | $266,000 | +0.4% | 3,512 | -9.3% | 0.16% | -12.4% |
Q3 2019 | $265,000 | -8.3% | 3,874 | -3.8% | 0.18% | -10.6% |
Q2 2019 | $289,000 | +18.4% | 4,026 | +16.9% | 0.20% | +8.8% |
Q1 2019 | $244,000 | +9.9% | 3,443 | -5.9% | 0.18% | +11.7% |
Q4 2018 | $222,000 | -19.9% | 3,659 | -0.4% | 0.16% | -11.4% |
Q3 2018 | $277,000 | +0.7% | 3,675 | -1.8% | 0.18% | -8.5% |
Q2 2018 | $275,000 | +8.3% | 3,744 | +1.8% | 0.20% | -5.6% |
Q1 2018 | $254,000 | -9.0% | 3,679 | -8.0% | 0.21% | -0.5% |
Q4 2017 | $279,000 | +1.5% | 4,000 | -1.9% | 0.21% | -11.2% |
Q3 2017 | $275,000 | +21.7% | 4,078 | +15.2% | 0.24% | +7.6% |
Q2 2017 | $226,000 | – | 3,541 | – | 0.22% | – |
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% |