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 | $55,834 | +122.1% | 1,348 | +134.8% | 0.00% | – |
| Q2 2023 | $25,141 | -35.9% | 574 | -38.7% | 0.00% | – |
| Q1 2023 | $39,246 | +63.1% | 936 | +57.6% | 0.00% | – |
| Q4 2022 | $24,063 | -59.9% | 594 | -62.7% | 0.00% | – |
| Q3 2022 | $60,000 | +81.8% | 1,594 | +91.1% | 0.00% | – |
| Q2 2022 | $33,000 | -28.3% | 834 | -14.4% | 0.00% | – |
| Q1 2022 | $46,000 | -8.0% | 974 | +100.0% | 0.00% | – |
| Q4 2021 | $50,000 | -9.1% | 487 | -11.1% | 0.00% | – |
| Q3 2021 | $55,000 | -16.7% | 548 | -13.6% | 0.00% | – |
| Q2 2021 | $66,000 | +78.4% | 634 | +72.8% | 0.00% | – |
| Q1 2021 | $37,000 | +42.3% | 367 | +27.9% | 0.00% | – |
| Q4 2020 | $26,000 | +30.0% | 287 | 0.0% | 0.00% | – |
| Q3 2020 | $20,000 | -25.9% | 287 | -31.2% | 0.00% | – |
| Q2 2020 | $27,000 | +50.0% | 417 | +19.8% | 0.00% | – |
| Q1 2020 | $18,000 | -76.0% | 348 | -64.7% | 0.00% | – |
| Q4 2019 | $75,000 | +275.0% | 985 | +243.2% | 0.00% | – |
| Q3 2019 | $20,000 | -75.9% | 287 | -75.2% | 0.00% | -100.0% |
| Q2 2019 | $83,000 | +388.2% | 1,157 | +368.4% | 0.00% | – |
| Q1 2019 | $17,000 | -71.7% | 247 | -75.0% | 0.00% | – |
| Q4 2018 | $60,000 | -47.4% | 988 | -34.1% | 0.00% | -100.0% |
| Q3 2018 | $114,000 | 0.0% | 1,500 | -3.1% | 0.00% | 0.0% |
| Q2 2018 | $114,000 | +32.6% | 1,548 | +24.1% | 0.00% | 0.0% |
| Q1 2018 | $86,000 | -1.1% | 1,247 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $87,000 | +3.6% | 1,247 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $84,000 | +5.0% | 1,247 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $80,000 | +1.3% | 1,247 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $79,000 | 0.0% | 1,247 | -3.1% | 0.00% | 0.0% |
| Q4 2016 | $79,000 | -51.8% | 1,287 | -54.8% | 0.00% | 0.0% |
| Q3 2016 | $164,000 | +6.5% | 2,847 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $154,000 | -11.0% | 2,847 | -14.5% | 0.00% | 0.0% |
| Q1 2016 | $173,000 | +16.1% | 3,331 | +16.8% | 0.00% | 0.0% |
| Q4 2015 | $149,000 | +2.8% | 2,852 | +0.2% | 0.00% | 0.0% |
| Q3 2015 | $145,000 | -11.6% | 2,847 | 0.0% | 0.00% | 0.0% |
| Q2 2015 | $164,000 | 0.0% | 2,847 | 0.0% | 0.00% | 0.0% |
| Q1 2015 | $164,000 | +1071.4% | 2,847 | +1052.6% | 0.00% | – |
| Q4 2014 | $14,000 | +7.7% | 247 | 0.0% | 0.00% | – |
| Q3 2014 | $13,000 | -7.1% | 247 | 0.0% | 0.00% | – |
| Q2 2014 | $14,000 | -36.4% | 247 | -40.8% | 0.00% | – |
| Q1 2014 | $22,000 | – | 417 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| MONEYWISE, INC. | 429,490 | $20,341,000 | 13.40% |
| Strategic Financial Planning, Inc. | 293,115 | $13,882,000 | 11.54% |
| Financial Advisors, LLC | 766,284 | $36,291,000 | 11.33% |
| Ascension Capital Advisors, Inc. | 250,304 | $11,854,000 | 9.55% |
| RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 508,673 | $24,091,000 | 8.72% |
| FIDELIS iM, LLC | 304,946 | $14,442,000 | 8.49% |
| Mokosak Advisory Group, LLC | 432,932 | $20,505,000 | 8.31% |
| Marcum Wealth, LLC | 1,187,645 | $56,247,000 | 7.76% |
| MARSHALL FINANCIAL GROUP INC /ADV | 375,734 | $17,795,000 | 7.10% |
| Charles Schwab Investment Advisory, Inc. | 93,500,710 | $4,428,193,000 | 7.04% |