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 | $505,331 | -5.4% | 12,200 | 0.0% | 0.04% | -7.1% |
| Q2 2023 | $534,367 | +4.5% | 12,200 | 0.0% | 0.04% | 0.0% |
| Q1 2023 | $511,553 | +1.7% | 12,200 | -1.8% | 0.04% | -6.7% |
| Q4 2022 | $503,141 | -21.0% | 12,420 | -26.3% | 0.04% | -30.8% |
| Q3 2022 | $637,000 | -3.6% | 16,850 | -0.6% | 0.06% | 0.0% |
| Q2 2022 | $661,000 | +82.6% | 16,960 | +121.7% | 0.06% | +97.0% |
| Q1 2022 | $362,000 | -8.4% | 7,650 | +98.3% | 0.03% | -5.7% |
| Q4 2021 | $395,000 | +4.2% | 3,857 | 0.0% | 0.04% | -22.2% |
| Q3 2021 | $379,000 | -6.2% | 3,857 | -0.6% | 0.04% | +15.4% |
| Q2 2021 | $404,000 | +8.3% | 3,879 | +3.6% | 0.04% | +2.6% |
| Q1 2021 | $373,000 | +12.0% | 3,745 | 0.0% | 0.04% | +2.7% |
| Q4 2020 | $333,000 | +30.1% | 3,745 | 0.0% | 0.04% | +15.6% |
| Q3 2020 | $256,000 | +0.8% | 3,745 | -3.6% | 0.03% | -5.9% |
| Q2 2020 | $254,000 | +27.0% | 3,884 | 0.0% | 0.03% | +9.7% |
| Q1 2020 | $200,000 | – | 3,884 | – | 0.03% | – |
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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% |