SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 921 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is 0.14 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $301,516 | -27.9% | 7,443 | -15.9% | 0.12% | -5.6% |
| Q1 2022 | $418,000 | -0.9% | 8,847 | +114.2% | 0.12% | +9.7% |
| Q4 2021 | $422,000 | +2.2% | 4,130 | 0.0% | 0.11% | +25.6% |
| Q3 2021 | $413,000 | -4.2% | 4,130 | +0.6% | 0.09% | +9.8% |
| Q2 2021 | $431,000 | +6.4% | 4,107 | +1.0% | 0.08% | +3.8% |
| Q1 2021 | $405,000 | -4.0% | 4,065 | -14.2% | 0.08% | +5.3% |
| Q4 2020 | $422,000 | +10.2% | 4,736 | -15.6% | 0.08% | -5.1% |
| Q3 2020 | $383,000 | -1.5% | 5,610 | -5.8% | 0.08% | -7.1% |
| Q2 2020 | $389,000 | +30.5% | 5,957 | +3.0% | 0.08% | +14.9% |
| Q1 2020 | $298,000 | -22.0% | 5,781 | +14.6% | 0.07% | -3.9% |
| Q4 2019 | $382,000 | +13.0% | 5,046 | +4.1% | 0.08% | +2.7% |
| Q3 2019 | $338,000 | +61.0% | 4,847 | +64.6% | 0.08% | +27.1% |
| Q2 2019 | $210,000 | +90.9% | 2,944 | +94.8% | 0.06% | +110.7% |
| Q4 2017 | $110,000 | – | 1,511 | – | 0.03% | – |
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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% |