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 | $864 | -22.6% | 20,854 | -18.1% | 0.12% | -17.4% |
| Q2 2023 | $1,116 | +5.9% | 25,477 | +1.4% | 0.14% | +0.7% |
| Q1 2023 | $1,054 | -99.9% | 25,125 | +25.2% | 0.14% | -41.9% |
| Q4 2021 | $2,056,000 | +6.2% | 20,075 | +3.8% | 0.25% | -11.5% |
| Q3 2021 | $1,936,000 | +73.0% | 19,337 | +80.1% | 0.28% | +67.5% |
| Q2 2021 | $1,119,000 | +22.4% | 10,738 | +17.1% | 0.17% | +1.2% |
| Q1 2021 | $914,000 | +15.8% | 9,173 | +3.4% | 0.16% | -5.7% |
| Q4 2020 | $789,000 | +28.9% | 8,871 | -0.9% | 0.17% | -11.7% |
| Q3 2020 | $612,000 | -10.8% | 8,951 | -14.8% | 0.20% | -24.2% |
| Q2 2020 | $686,000 | +28.5% | 10,503 | +1.3% | 0.26% | -8.5% |
| Q1 2020 | $534,000 | -47.5% | 10,368 | -22.9% | 0.28% | -31.6% |
| Q4 2019 | $1,018,000 | +57.8% | 13,456 | +45.5% | 0.42% | +3.0% |
| Q3 2019 | $645,000 | -1.7% | 9,247 | +1.0% | 0.40% | -4.3% |
| Q2 2019 | $656,000 | +2.7% | 9,153 | +0.2% | 0.42% | -13.4% |
| Q1 2019 | $639,000 | +32.0% | 9,132 | +14.5% | 0.49% | +4.1% |
| Q4 2018 | $484,000 | -15.1% | 7,973 | +6.5% | 0.47% | +10.4% |
| Q3 2018 | $570,000 | +5.8% | 7,488 | +2.1% | 0.42% | -8.8% |
| Q2 2018 | $539,000 | +14.7% | 7,332 | +7.7% | 0.46% | +3.1% |
| Q1 2018 | $470,000 | +8.0% | 6,805 | +9.2% | 0.45% | -0.9% |
| Q4 2017 | $435,000 | – | 6,234 | – | 0.45% | – |
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% |