SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 942 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $77,375 | -12.5% | 1,631 | -9.2% | 0.06% | -13.2% |
| Q1 2024 | $88,473 | -4.0% | 1,797 | -7.8% | 0.07% | -12.8% |
| Q4 2023 | $92,138 | -3.5% | 1,950 | -15.4% | 0.08% | -12.4% |
| Q3 2023 | $95,477 | -12.0% | 2,305 | -6.9% | 0.09% | -10.1% |
| Q2 2023 | $108,442 | -38.8% | 2,476 | -41.5% | 0.10% | -42.1% |
| Q1 2023 | $177,301 | -0.5% | 4,229 | -3.8% | 0.17% | -2.3% |
| Q4 2022 | $178,163 | -11.4% | 4,398 | -17.1% | 0.18% | -23.2% |
| Q3 2022 | $201,000 | -13.4% | 5,308 | -10.9% | 0.23% | -8.8% |
| Q2 2022 | $232,000 | -24.2% | 5,957 | -7.9% | 0.25% | -17.8% |
| Q1 2022 | $306,000 | -8.9% | 6,468 | +97.3% | 0.30% | -5.9% |
| Q4 2021 | $336,000 | – | 3,278 | – | 0.32% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Filbrandt Wealth Management, LLC | 374,051 | $24,441,000 | 19.47% |
| RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 170,384 | $11,133,000 | 12.93% |
| Strategic Financial Planning, Inc. | 167,381 | $10,937,000 | 12.18% |
| MONEYWISE, INC. | 213,638 | $13,959,000 | 11.18% |
| APPLETON GROUP, LLC | 138,536 | $9,052,000 | 10.90% |
| Marcum Wealth, LLC | 474,002 | $30,971,000 | 9.53% |
| Financial Advisors, LLC | 244,345 | $15,965,000 | 8.90% |
| Mokosak Advisory Group, LLC | 202,751 | $13,254,000 | 8.09% |
| MARSHALL FINANCIAL GROUP INC /ADV | 157,711 | $10,305,000 | 6.84% |
| Charles Schwab Investment Advisory, Inc. | 40,688,542 | $2,658,589,000 | 6.70% |