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 | $615 | -7.0% | 14,847 | -1.6% | 0.40% | -0.7% |
| Q2 2023 | $661 | +8.0% | 15,095 | +3.4% | 0.41% | +4.9% |
| Q1 2023 | $612 | -45.7% | 14,600 | -47.5% | 0.39% | +8.7% |
| Q4 2022 | $1,128 | -99.8% | 27,830 | +100.0% | 0.36% | -3.3% |
| Q3 2022 | $526,000 | -6.1% | 13,915 | -3.1% | 0.37% | +0.5% |
| Q2 2022 | $560,000 | -19.9% | 14,365 | -2.7% | 0.37% | -8.5% |
| Q1 2022 | $699,000 | -22.0% | 14,765 | +68.7% | 0.40% | -17.0% |
| Q4 2021 | $896,000 | +4.4% | 8,750 | +2.0% | 0.48% | -4.7% |
| Q3 2021 | $858,000 | -3.9% | 8,575 | 0.0% | 0.51% | -1.7% |
| Q2 2021 | $893,000 | +4.9% | 8,575 | +0.5% | 0.52% | +0.4% |
| Q1 2021 | $851,000 | +2.2% | 8,535 | -8.8% | 0.51% | -3.6% |
| Q4 2020 | $833,000 | +29.5% | 9,360 | -0.5% | 0.53% | +21.1% |
| Q3 2020 | $643,000 | -22.0% | 9,410 | -25.4% | 0.44% | -26.1% |
| Q2 2020 | $824,000 | +25.4% | 12,610 | -1.2% | 0.60% | +9.8% |
| Q1 2020 | $657,000 | -32.1% | 12,760 | -0.2% | 0.54% | -12.0% |
| Q4 2019 | $967,000 | +10.6% | 12,785 | +2.0% | 0.62% | +8.6% |
| Q3 2019 | $874,000 | +0.2% | 12,530 | +2.7% | 0.57% | 0.0% |
| Q2 2019 | $872,000 | +3.2% | 12,205 | +1.0% | 0.57% | -2.1% |
| Q1 2019 | $845,000 | +12.7% | 12,080 | -2.2% | 0.58% | +1.6% |
| Q4 2018 | $750,000 | -99.9% | 12,355 | +1.6% | 0.57% | -10.1% |
| Q3 2018 | $926,608,000 | +105436.2% | 12,165 | +2.0% | 0.63% | +0.5% |
| Q2 2018 | $878,000 | +14.0% | 11,930 | +7.0% | 0.63% | +10.9% |
| Q1 2018 | $770,000 | +0.8% | 11,150 | +1.8% | 0.57% | +5.8% |
| Q4 2017 | $764,000 | +23.6% | 10,950 | +19.3% | 0.54% | +7.6% |
| Q3 2017 | $618,000 | +30.1% | 9,175 | +23.6% | 0.50% | +25.3% |
| Q2 2017 | $475,000 | +1.5% | 7,425 | 0.0% | 0.40% | +0.5% |
| Q1 2017 | $468,000 | +0.2% | 7,425 | -2.2% | 0.40% | -9.4% |
| Q4 2016 | $467,000 | – | 7,595 | – | 0.44% | – |
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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% |