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 | $8,118 | -5.4% | 196 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $8,585 | +4.5% | 196 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $8,219 | +117314.3% | 196 | 0.0% | 0.00% | – |
| Q4 2022 | $7 | -99.9% | 196 | 0.0% | 0.00% | – |
| Q3 2022 | $7,000 | +40.0% | 196 | +46.3% | 0.00% | – |
| Q2 2022 | $5,000 | -16.7% | 134 | 0.0% | 0.00% | – |
| Q1 2022 | $6,000 | 0.0% | 134 | +100.0% | 0.00% | – |
| Q4 2021 | $6,000 | 0.0% | 67 | 0.0% | 0.00% | – |
| Q3 2021 | $6,000 | 0.0% | 67 | 0.0% | 0.00% | – |
| Q2 2021 | $6,000 | 0.0% | 67 | 0.0% | 0.00% | – |
| Q1 2021 | $6,000 | +200.0% | 67 | +131.0% | 0.00% | – |
| Q4 2020 | $2,000 | +100.0% | 29 | 0.0% | 0.00% | – |
| Q3 2020 | $1,000 | 0.0% | 29 | 0.0% | 0.00% | – |
| Q2 2020 | $1,000 | 0.0% | 29 | 0.0% | 0.00% | – |
| Q1 2020 | $1,000 | -50.0% | 29 | 0.0% | 0.00% | – |
| Q2 2019 | $2,000 | – | 29 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Strategic Financial Planning, Inc. | 301,624 | $12,647,105 | 11.56% |
| MONEYWISE, INC. | 418,944 | $17,566,336 | 11.36% |
| Financial Advisors, LLC | 934,943 | $39,202,142 | 9.93% |
| RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 712,588 | $29,878,802 | 9.58% |
| FIDELIS iM, LLC | 368,904 | $15,468,149 | 9.23% |
| Mokosak Advisory Group, LLC | 470,550 | $19,731,715 | 8.41% |
| Ascension Capital Advisors, Inc. | 241,825 | $10,139,725 | 7.83% |
| MERIDIAN MANAGEMENT CO | 508,516 | $21,322,076 | 6.99% |
| Marcum Wealth, LLC | 1,271,131 | $53,298,536 | 6.65% |
| Waterford Advisors, LLC | 291,287 | $12,214 | 6.61% |