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 | $423,784 | -7.5% | 10,231 | -2.2% | 0.21% | -2.3% |
Q2 2023 | $458,345 | +4.5% | 10,464 | +0.0% | 0.22% | -3.5% |
Q1 2023 | $438,701 | +3.7% | 10,463 | +0.2% | 0.23% | +7.1% |
Q4 2022 | $423,087 | +7.1% | 10,444 | +0.0% | 0.21% | -4.5% |
Q3 2022 | $395,000 | -5.5% | 10,442 | -2.6% | 0.22% | +2.8% |
Q2 2022 | $418,000 | -15.4% | 10,722 | +2.7% | 0.22% | -10.4% |
Q1 2022 | $494,000 | -10.8% | 10,438 | +92.8% | 0.24% | -9.1% |
Q4 2021 | $554,000 | +2.2% | 5,415 | +0.1% | 0.26% | -8.0% |
Q3 2021 | $542,000 | -3.9% | 5,412 | +0.0% | 0.29% | -8.0% |
Q2 2021 | $564,000 | +2.0% | 5,411 | -2.6% | 0.31% | -8.5% |
Q1 2021 | $553,000 | +15.0% | 5,553 | +2.7% | 0.34% | +6.9% |
Q4 2020 | $481,000 | +32.5% | 5,409 | +1.9% | 0.32% | +8.5% |
Q3 2020 | $363,000 | -22.8% | 5,309 | -26.2% | 0.30% | -22.2% |
Q2 2020 | $470,000 | +26.3% | 7,192 | -0.3% | 0.38% | -0.5% |
Q1 2020 | $372,000 | -31.7% | 7,212 | +0.1% | 0.38% | -13.4% |
Q4 2019 | $545,000 | – | 7,202 | – | 0.44% | – |
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% |