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 | $1,624 | -1.4% | 39,202 | +4.3% | 0.06% | 0.0% |
Q2 2023 | $1,647 | +4.4% | 37,602 | +0.0% | 0.06% | -1.6% |
Q1 2023 | $1,577 | +3.3% | 37,599 | -0.2% | 0.06% | -3.2% |
Q4 2022 | $1,526 | -99.9% | 37,660 | +0.0% | 0.06% | -10.0% |
Q3 2022 | $1,423,000 | -35.1% | 37,654 | -33.0% | 0.07% | -29.3% |
Q2 2022 | $2,192,000 | -15.0% | 56,209 | +3.2% | 0.10% | -10.8% |
Q1 2022 | $2,579,000 | +53.7% | 54,454 | +232.3% | 0.11% | +52.1% |
Q4 2021 | $1,678,000 | +1.8% | 16,385 | -0.5% | 0.07% | -6.4% |
Q3 2021 | $1,648,000 | +598.3% | 16,464 | +594.4% | 0.08% | +500.0% |
Q1 2021 | $236,000 | – | 2,371 | – | 0.01% | – |
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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% |