SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 908 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is 0.27 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $11 | -71.8% | 267 | -71.6% | 0.00% | – |
| Q1 2023 | $39 | -98.0% | 939 | +1135.5% | 0.00% | – |
| Q3 2022 | $2,000 | -99.1% | 76 | -96.5% | 0.00% | – |
| Q4 2021 | $219,000 | +114.7% | 2,142 | +108.0% | 0.00% | – |
| Q1 2021 | $102,000 | +628.6% | 1,030 | +385.8% | 0.00% | -100.0% |
| Q3 2017 | $14,000 | +366.7% | 212 | +285.5% | 0.00% | – |
| Q2 2017 | $3,000 | -94.1% | 55 | -94.5% | 0.00% | -100.0% |
| Q3 2015 | $51,000 | -52.8% | 1,008 | -46.7% | 0.00% | -55.6% |
| Q2 2015 | $108,000 | +77.0% | 1,892 | +78.2% | 0.01% | +28.6% |
| Q1 2015 | $61,000 | – | 1,062 | – | 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% |