SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 920 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is 0.68 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% | – |
Download |
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% |