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 2021 | $2,245,000 | -6.1% | 22,430 | -2.2% | 0.89% | -5.7% |
| Q2 2021 | $2,390,000 | +4.7% | 22,937 | +0.2% | 0.94% | -16.0% |
| Q1 2021 | $2,282,000 | +6.9% | 22,891 | -4.6% | 1.12% | +0.8% |
| Q4 2020 | $2,135,000 | +21.4% | 23,992 | -4.7% | 1.12% | +19.5% |
| Q3 2020 | $1,758,000 | +4.3% | 25,187 | -2.3% | 0.93% | -4.5% |
| Q2 2020 | $1,685,000 | +23.4% | 25,790 | -2.7% | 0.98% | +5.3% |
| Q1 2020 | $1,366,000 | -26.3% | 26,512 | +8.1% | 0.93% | -17.9% |
| Q4 2019 | $1,854,000 | +2.9% | 24,517 | -1.2% | 1.13% | -0.1% |
| Q3 2019 | $1,801,000 | -4.6% | 24,821 | -5.7% | 1.13% | -8.6% |
| Q2 2019 | $1,887,000 | -0.6% | 26,310 | -3.1% | 1.24% | -11.6% |
| Q1 2019 | $1,898,000 | – | 27,145 | – | 1.40% | – |
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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% |