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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $274,467 | -4.9% | 6,626 | +0.5% | 0.03% | -6.7% |
| Q2 2023 | $288,742 | +5.1% | 6,592 | +0.6% | 0.03% | 0.0% |
| Q1 2023 | $274,788 | +4.0% | 6,553 | +0.5% | 0.03% | +3.4% |
| Q4 2022 | $264,123 | +2.0% | 6,520 | -3.5% | 0.03% | -3.3% |
| Q3 2022 | $259,000 | +3.2% | 6,757 | +4.9% | 0.03% | +3.4% |
| Q2 2022 | $251,000 | -17.4% | 6,444 | +0.5% | 0.03% | -3.3% |
| Q1 2022 | $304,000 | -6.7% | 6,413 | +101.6% | 0.03% | -6.2% |
| Q4 2021 | $326,000 | +2.5% | 3,181 | +0.2% | 0.03% | -8.6% |
| Q3 2021 | $318,000 | -0.3% | 3,174 | +3.6% | 0.04% | 0.0% |
| Q2 2021 | $319,000 | +4.6% | 3,065 | +0.2% | 0.04% | 0.0% |
| Q1 2021 | $305,000 | +12.1% | 3,058 | +0.2% | 0.04% | +2.9% |
| Q4 2020 | $272,000 | +30.8% | 3,051 | +0.4% | 0.03% | +17.2% |
| Q3 2020 | $208,000 | -68.0% | 3,040 | -79.4% | 0.03% | -88.8% |
| Q2 2013 | $649,000 | – | 14,759 | – | 0.26% | – |
Download | ||||||
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% |