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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,500,440 | -6.9% | 36,225 | -1.6% | 0.48% | -3.0% |
| Q2 2023 | $1,612,103 | -19.4% | 36,806 | -22.8% | 0.49% | -20.3% |
| Q1 2023 | $1,999,684 | -8.2% | 47,691 | -11.4% | 0.62% | -11.9% |
| Q4 2022 | $2,179,438 | -1.6% | 53,800 | -8.2% | 0.70% | -12.3% |
| Q3 2022 | $2,214,000 | +12.2% | 58,578 | +15.7% | 0.80% | +19.3% |
| Q2 2022 | $1,974,000 | -15.3% | 50,623 | +2.9% | 0.67% | -7.7% |
| Q1 2022 | $2,330,000 | -10.1% | 49,199 | +94.4% | 0.72% | -12.3% |
| Q4 2021 | $2,591,000 | +1.4% | 25,302 | -0.9% | 0.83% | -2.1% |
| Q3 2021 | $2,556,000 | -4.0% | 25,532 | -0.1% | 0.84% | -3.3% |
| Q2 2021 | $2,662,000 | +2.7% | 25,554 | -1.8% | 0.87% | -3.3% |
| Q1 2021 | $2,593,000 | +11.0% | 26,018 | -0.9% | 0.90% | -6.4% |
| Q4 2020 | $2,337,000 | +4.2% | 26,262 | -20.0% | 0.97% | -3.9% |
| Q3 2020 | $2,242,000 | -16.7% | 32,814 | -20.3% | 1.00% | -14.6% |
| Q2 2020 | $2,691,000 | – | 41,183 | – | 1.18% | – |
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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% |