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 | $31,893 | +81.6% | 770 | +92.0% | 0.01% | +66.7% |
| Q2 2023 | $17,563 | -18.5% | 401 | -22.0% | 0.00% | 0.0% |
| Q1 2023 | $21,552 | -14.2% | 514 | -17.1% | 0.00% | -25.0% |
| Q4 2022 | $25,116 | -99.8% | 620 | +40.3% | 0.00% | +33.3% |
| Q3 2022 | $16,707,000 | -3.9% | 442 | -0.9% | 0.00% | 0.0% |
| Q2 2022 | $17,389,000 | +36.0% | 446 | +65.2% | 0.00% | +50.0% |
| Q1 2022 | $12,787,000 | +89.2% | 270 | +309.1% | 0.00% | +100.0% |
| Q4 2021 | $6,758,000 | +2.3% | 66 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $6,606,000 | -3.9% | 66 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $6,875,000 | +72.5% | 66 | +65.0% | 0.00% | 0.0% |
| Q1 2021 | $3,986,000 | +12.0% | 40 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $3,560,000 | +36.2% | 40 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $2,614,000 | – | 40 | – | 0.00% | – |
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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% |