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 | $122,603 | -5.4% | 2,960 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $129,648 | -3.4% | 2,960 | -7.5% | 0.01% | 0.0% |
| Q1 2023 | $134,176 | +3.5% | 3,200 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $129,632 | +7.1% | 3,200 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $121,000 | -16.6% | 3,200 | -14.0% | 0.01% | -16.7% |
| Q2 2022 | $145,000 | -4.6% | 3,719 | +16.2% | 0.01% | 0.0% |
| Q1 2022 | $152,000 | -21.2% | 3,200 | +70.1% | 0.01% | -14.3% |
| Q4 2021 | $193,000 | +20.6% | 1,881 | +17.6% | 0.01% | 0.0% |
| Q3 2021 | $160,000 | -4.2% | 1,600 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $167,000 | +5.0% | 1,600 | 0.0% | 0.01% | -12.5% |
| Q1 2021 | $159,000 | +67.4% | 1,600 | +49.3% | 0.01% | +60.0% |
| Q4 2020 | $95,000 | +30.1% | 1,072 | 0.0% | 0.01% | +25.0% |
| Q3 2020 | $73,000 | +4.3% | 1,072 | 0.0% | 0.00% | -20.0% |
| Q2 2020 | $70,000 | – | 1,072 | – | 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% |