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 2023 | $62,604 | +4.7% | 1,429 | +0.2% | 0.06% | -1.8% |
Q1 2023 | $59,806 | +3.7% | 1,426 | +0.2% | 0.06% | +3.6% |
Q4 2022 | $57,666 | +3.0% | 1,423 | -2.3% | 0.06% | -3.5% |
Q3 2022 | $56,000 | -13.8% | 1,456 | -11.8% | 0.06% | -8.1% |
Q2 2022 | $65,000 | -15.6% | 1,651 | +0.9% | 0.06% | -4.6% |
Q1 2022 | $77,000 | -6.1% | 1,636 | +104.0% | 0.06% | -1.5% |
Q4 2021 | $82,000 | – | 802 | – | 0.07% | – |
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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% |