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 | $657 | -8.1% | 15,873 | -2.8% | 0.06% | -9.5% |
| Q2 2023 | $715 | -6.3% | 16,331 | -10.2% | 0.06% | +3.3% |
| Q1 2023 | $763 | +1.1% | 18,195 | -2.4% | 0.06% | -14.1% |
| Q4 2022 | $755 | -99.9% | 18,648 | -4.9% | 0.07% | -1.4% |
| Q3 2022 | $741,000 | -6.3% | 19,605 | -3.3% | 0.07% | -7.7% |
| Q2 2022 | $791,000 | -50.9% | 20,280 | -40.4% | 0.08% | -38.6% |
| Q1 2022 | $1,612,000 | -22.8% | 34,039 | +66.9% | 0.13% | -19.6% |
| Q4 2021 | $2,089,000 | +5.0% | 20,399 | +2.6% | 0.16% | -5.4% |
| Q3 2021 | $1,990,000 | -4.6% | 19,885 | -0.6% | 0.17% | -5.1% |
| Q2 2021 | $2,085,000 | +14.1% | 20,010 | +9.2% | 0.18% | -2.2% |
| Q1 2021 | $1,827,000 | -0.5% | 18,328 | -11.1% | 0.18% | -6.7% |
| Q4 2020 | $1,836,000 | +876.6% | 20,628 | +649.0% | 0.19% | +642.3% |
| Q3 2020 | $188,000 | -8.3% | 2,754 | -12.1% | 0.03% | -13.3% |
| Q2 2020 | $205,000 | +29.7% | 3,134 | +2.1% | 0.03% | -6.2% |
| Q1 2020 | $158,000 | -30.1% | 3,071 | +2.6% | 0.03% | 0.0% |
| Q4 2019 | $226,000 | +2.7% | 2,994 | -5.0% | 0.03% | -5.9% |
| Q3 2019 | $220,000 | -2.2% | 3,152 | +0.1% | 0.03% | -2.9% |
| Q2 2019 | $225,000 | -92.2% | 3,150 | +1451.7% | 0.04% | +105.9% |
| Q1 2019 | $2,901,000 | +96600.0% | 203 | +15.3% | 0.02% | -22.7% |
| Q4 2018 | $3,000 | -98.7% | 176 | +5766.7% | 0.02% | -47.6% |
| Q3 2018 | $234,000 | -5.6% | 3 | -99.9% | 0.04% | +23.5% |
| Q2 2018 | $248,000 | +15.9% | 3,365 | +8.8% | 0.03% | -32.0% |
| Q1 2018 | $214,000 | – | 3,093 | – | 0.05% | – |
Download | ||||||
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% |