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 | $10,446,661 | +8.4% | 252,213 | +14.6% | 0.13% | +11.7% |
| Q2 2023 | $9,636,728 | +10.5% | 220,017 | +5.8% | 0.12% | +3.4% |
| Q1 2023 | $8,722,807 | +4.8% | 208,033 | +1.3% | 0.12% | +1.8% |
| Q4 2022 | $8,322,369 | +12.9% | 205,440 | +5.4% | 0.11% | +4.6% |
| Q3 2022 | $7,369,000 | +0.4% | 194,956 | +3.6% | 0.11% | +4.8% |
| Q2 2022 | $7,340,000 | -19.2% | 188,253 | -1.8% | 0.10% | -8.0% |
| Q1 2022 | $9,079,000 | -3.4% | 191,694 | +108.9% | 0.11% | -1.7% |
| Q4 2021 | $9,396,000 | +6.1% | 91,754 | +3.8% | 0.12% | -3.4% |
| Q3 2021 | $8,852,000 | -9.3% | 88,431 | -5.6% | 0.12% | -11.9% |
| Q2 2021 | $9,760,000 | +17.8% | 93,682 | +12.7% | 0.14% | +8.0% |
| Q1 2021 | $8,282,000 | +33.3% | 83,092 | +19.0% | 0.12% | +20.2% |
| Q4 2020 | $6,213,000 | +99.8% | 69,814 | +53.4% | 0.10% | +79.3% |
| Q3 2020 | $3,109,000 | +16.1% | 45,501 | +11.1% | 0.06% | +7.4% |
| Q2 2020 | $2,677,000 | +48.9% | 40,970 | +17.4% | 0.05% | +35.0% |
| Q1 2020 | $1,798,000 | -31.6% | 34,891 | +0.4% | 0.04% | -18.4% |
| Q4 2019 | $2,627,000 | +1.9% | 34,736 | -6.1% | 0.05% | -3.9% |
| Q3 2019 | $2,579,000 | +7.4% | 36,981 | +10.2% | 0.05% | +2.0% |
| Q2 2019 | $2,402,000 | -9.2% | 33,549 | -11.1% | 0.05% | -10.7% |
| Q1 2019 | $2,644,000 | +34.2% | 37,750 | +16.0% | 0.06% | +16.7% |
| Q4 2018 | $1,970,000 | -18.1% | 32,550 | +3.1% | 0.05% | -9.4% |
| Q3 2018 | $2,404,000 | +0.8% | 31,566 | -2.7% | 0.05% | -8.6% |
| Q2 2018 | $2,386,000 | +96.7% | 32,427 | +84.8% | 0.06% | +87.1% |
| Q1 2018 | $1,213,000 | +35.4% | 17,550 | +36.5% | 0.03% | +40.9% |
| Q4 2017 | $896,000 | +15.9% | 12,854 | +12.0% | 0.02% | +10.0% |
| Q3 2017 | $773,000 | +24.3% | 11,475 | +17.8% | 0.02% | +17.6% |
| Q2 2017 | $622,000 | +5.1% | 9,739 | +3.5% | 0.02% | 0.0% |
| Q1 2017 | $592,000 | +15.6% | 9,410 | +12.8% | 0.02% | +6.2% |
| Q4 2016 | $512,000 | +93.9% | 8,340 | +81.3% | 0.02% | +100.0% |
| Q3 2016 | $264,000 | – | 4,601 | – | 0.01% | – |
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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% |