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 | $94,852 | +107.4% | 2,290 | +119.3% | 0.00% | – |
| Q2 2023 | $45,727 | +990.6% | 1,044 | +944.0% | 0.00% | – |
| Q1 2023 | $4,193 | -61.4% | 100 | -62.7% | 0.00% | – |
| Q4 2022 | $10,857 | -32.1% | 268 | -38.4% | 0.00% | – |
| Q3 2022 | $16,000 | -36.0% | 435 | -33.5% | 0.00% | – |
| Q2 2022 | $25,000 | -68.4% | 654 | -61.0% | 0.00% | – |
| Q1 2022 | $79,000 | +338.9% | 1,675 | +862.6% | 0.00% | – |
| Q4 2021 | $18,000 | +20.0% | 174 | +18.4% | 0.00% | – |
| Q3 2021 | $15,000 | -87.0% | 147 | -86.7% | 0.00% | – |
| Q2 2021 | $115,000 | +49.4% | 1,108 | +43.0% | 0.00% | – |
| Q1 2021 | $77,000 | +381.2% | 775 | +330.6% | 0.00% | – |
| Q4 2020 | $16,000 | +77.8% | 180 | +29.5% | 0.00% | – |
| Q3 2020 | $9,000 | +12.5% | 139 | +15.8% | 0.00% | – |
| Q2 2020 | $8,000 | -57.9% | 120 | -67.7% | 0.00% | – |
| Q1 2020 | $19,000 | -50.0% | 371 | -26.5% | 0.00% | – |
| Q4 2019 | $38,000 | 0.0% | 505 | -7.7% | 0.00% | – |
| Q3 2019 | $38,000 | +22.6% | 547 | +24.3% | 0.00% | – |
| Q2 2019 | $31,000 | -3.1% | 440 | -5.0% | 0.00% | – |
| Q1 2019 | $32,000 | +113.3% | 463 | +93.7% | 0.00% | – |
| Q4 2018 | $15,000 | -11.8% | 239 | +9.6% | 0.00% | – |
| Q3 2018 | $17,000 | 0.0% | 218 | -5.2% | 0.00% | – |
| Q2 2018 | $17,000 | -29.2% | 230 | -32.4% | 0.00% | – |
| Q1 2018 | $24,000 | 0.0% | 340 | 0.0% | 0.00% | – |
| Q4 2017 | $24,000 | +4.3% | 340 | 0.0% | 0.00% | – |
| Q3 2017 | $23,000 | +64.3% | 340 | +51.1% | 0.00% | – |
| Q2 2017 | $14,000 | +180.0% | 225 | +200.0% | 0.00% | – |
| Q1 2017 | $5,000 | 0.0% | 75 | 0.0% | 0.00% | – |
| Q4 2016 | $5,000 | -68.8% | 75 | -75.0% | 0.00% | – |
| Q1 2016 | $16,000 | -99.4% | 300 | -99.4% | 0.00% | -100.0% |
| Q4 2015 | $2,772,000 | -5.1% | 53,223 | -7.5% | 0.00% | 0.0% |
| Q3 2015 | $2,922,000 | -49.3% | 57,525 | -42.7% | 0.00% | -40.0% |
| Q2 2015 | $5,769,000 | -0.2% | 100,415 | 0.0% | 0.01% | -16.7% |
| Q1 2015 | $5,782,000 | +4.5% | 100,415 | 0.0% | 0.01% | +20.0% |
| Q4 2014 | $5,535,000 | +113.6% | 100,415 | +99.2% | 0.01% | +150.0% |
| Q3 2014 | $2,591,000 | -6.2% | 50,415 | 0.0% | 0.00% | -33.3% |
| Q2 2014 | $2,763,000 | +3.1% | 50,415 | +0.8% | 0.00% | 0.0% |
| Q1 2014 | $2,680,000 | -49.0% | 50,000 | -50.0% | 0.00% | -40.0% |
| Q4 2013 | $5,250,000 | +8.9% | 100,000 | -0.0% | 0.01% | 0.0% |
| Q3 2013 | $4,823,000 | +119.2% | 100,017 | +100.0% | 0.01% | +150.0% |
| Q2 2013 | $2,200,000 | – | 50,000 | – | 0.00% | – |
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% |