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 | $6,767,987 | +94464.6% | 163,399 | 0.0% | 0.14% | -6.9% |
Q2 2023 | $7,157 | +4.5% | 163,399 | +0.1% | 0.14% | -1.4% |
Q1 2023 | $6,846 | +3.5% | 163,269 | 0.0% | 0.15% | -0.7% |
Q4 2022 | $6,614 | -99.9% | 163,269 | +37.9% | 0.15% | +34.5% |
Q3 2022 | $4,476,000 | -3.1% | 118,408 | 0.0% | 0.11% | +1.9% |
Q2 2022 | $4,617,000 | -17.4% | 118,408 | +0.3% | 0.11% | -6.9% |
Q1 2022 | $5,589,000 | -7.5% | 118,008 | +100.0% | 0.12% | -6.5% |
Q4 2021 | $6,042,000 | -0.8% | 59,004 | -3.0% | 0.12% | -4.6% |
Q3 2021 | $6,089,000 | -2.4% | 60,826 | +1.6% | 0.13% | -4.4% |
Q2 2021 | $6,238,000 | +4.5% | 59,880 | 0.0% | 0.14% | -2.2% |
Q1 2021 | $5,968,000 | +11.9% | 59,880 | -0.0% | 0.14% | +3.7% |
Q4 2020 | $5,331,000 | +1048.9% | 59,899 | +875.7% | 0.13% | +688.2% |
Q4 2019 | $464,000 | +8.4% | 6,139 | 0.0% | 0.02% | 0.0% |
Q3 2019 | $428,000 | -4.9% | 6,139 | -2.4% | 0.02% | -5.6% |
Q2 2019 | $450,000 | +2.3% | 6,289 | 0.0% | 0.02% | -5.3% |
Q1 2019 | $440,000 | -26.2% | 6,289 | -36.0% | 0.02% | -34.5% |
Q4 2018 | $596,000 | -17.2% | 9,821 | +4.0% | 0.03% | -9.4% |
Q3 2018 | $720,000 | +3.6% | 9,446 | 0.0% | 0.03% | 0.0% |
Q2 2018 | $695,000 | -16.6% | 9,446 | -21.6% | 0.03% | -20.0% |
Q1 2018 | $833,000 | -6.8% | 12,056 | -5.9% | 0.04% | -2.4% |
Q4 2017 | $894,000 | -6.5% | 12,816 | -9.7% | 0.04% | -12.8% |
Q3 2017 | $956,000 | +4.3% | 14,196 | -1.1% | 0.05% | +2.2% |
Q2 2017 | $917,000 | -3.6% | 14,351 | -5.0% | 0.05% | -6.1% |
Q1 2017 | $951,000 | -3.2% | 15,100 | -5.5% | 0.05% | -5.8% |
Q4 2016 | $982,000 | – | 15,975 | – | 0.05% | – |
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% |