SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 865 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is 0.14 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $4,399,000 | -17.5% | 92,890 | +78.4% | 1.66% | -13.4% |
| Q4 2021 | $5,333,000 | -12.8% | 52,078 | -14.8% | 1.92% | -14.4% |
| Q3 2021 | $6,116,000 | -8.6% | 61,097 | -4.9% | 2.25% | -5.8% |
| Q2 2021 | $6,693,000 | +5.4% | 64,248 | +0.8% | 2.38% | -2.7% |
| Q1 2021 | $6,350,000 | -45.3% | 63,707 | -74.7% | 2.45% | -42.8% |
| Q4 2020 | $11,618,000 | +93.5% | 251,505 | +186.2% | 4.29% | +71.7% |
| Q3 2020 | $6,003,000 | +23.1% | 87,869 | +17.7% | 2.50% | +14.5% |
| Q2 2020 | $4,878,000 | – | 74,662 | – | 2.18% | – |
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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% |