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 | $855 | -3.3% | 20,642 | +2.3% | 0.15% | -0.7% |
Q2 2023 | $884 | +2.6% | 20,176 | -1.9% | 0.15% | -3.2% |
Q1 2023 | $862 | +3.0% | 20,561 | -0.5% | 0.16% | -2.5% |
Q4 2022 | $837 | -99.9% | 20,663 | +0.2% | 0.16% | -4.1% |
Q3 2022 | $779,000 | -5.2% | 20,617 | -2.2% | 0.17% | +1.2% |
Q2 2022 | $822,000 | -21.3% | 21,081 | -4.4% | 0.17% | -18.1% |
Q1 2022 | $1,045,000 | -1.4% | 22,056 | +113.1% | 0.20% | -6.8% |
Q4 2021 | $1,060,000 | +1.8% | 10,352 | -0.4% | 0.22% | -7.2% |
Q3 2021 | $1,041,000 | -3.9% | 10,395 | 0.0% | 0.24% | -4.1% |
Q2 2021 | $1,083,000 | +4.5% | 10,395 | -0.0% | 0.25% | -1.2% |
Q1 2021 | $1,036,000 | +14.1% | 10,398 | +1.9% | 0.25% | +7.8% |
Q4 2020 | $908,000 | +34.9% | 10,200 | +3.5% | 0.23% | +17.3% |
Q3 2020 | $673,000 | +8.2% | 9,852 | +3.5% | 0.20% | +3.7% |
Q2 2020 | $622,000 | +27.7% | 9,519 | +0.8% | 0.19% | +10.5% |
Q1 2020 | $487,000 | – | 9,443 | – | 0.17% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Filbrandt Wealth Management, LLC | 365,523 | $36,589,000 | 21.00% |
MONEYWISE, INC. | 215,007 | $21,522,000 | 14.04% |
Newman Dignan & Sheerar, Inc. | 46,831 | $46,878,000 | 13.54% |
Strategic Financial Planning, Inc. | 166,074 | $16,624,000 | 12.17% |
APPLETON GROUP, LLC | 136,780 | $13,692,000 | 11.78% |
Financial Advisors, LLC | 337,483 | $33,782,000 | 11.43% |
FIDELIS iM, LLC | 161,460 | $16,162,000 | 10.03% |
RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 202,305 | $20,251,000 | 9.67% |
Mokosak Advisory Group, LLC | 200,468 | $20,067,000 | 8.32% |
Pacific Edge Advisors, LLC | 151,675 | $15,183,000 | 7.38% |