SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 921 filers reported holding SCHWAB STRATEGIC TR in Q4 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 | $436,850 | -3.0% | 10,547 | +2.5% | 0.07% | 0.0% |
| Q2 2023 | $450,563 | +13.1% | 10,287 | +8.3% | 0.07% | +9.0% |
| Q1 2023 | $398,370 | +1.6% | 9,501 | -1.9% | 0.07% | +1.5% |
| Q4 2022 | $392,252 | +13.0% | 9,683 | +5.5% | 0.07% | +1.5% |
| Q3 2022 | $347,000 | -3.3% | 9,181 | -0.4% | 0.06% | +3.2% |
| Q2 2022 | $359,000 | -13.3% | 9,217 | +5.5% | 0.06% | 0.0% |
| Q1 2022 | $414,000 | -10.0% | 8,738 | +94.6% | 0.06% | -10.0% |
| Q4 2021 | $460,000 | +8.7% | 4,491 | +6.3% | 0.07% | -12.5% |
| Q3 2021 | $423,000 | -8.0% | 4,223 | -4.4% | 0.08% | -20.0% |
| Q2 2021 | $460,000 | +5.3% | 4,419 | +0.8% | 0.10% | -1.0% |
| Q1 2021 | $437,000 | +14.1% | 4,386 | +2.0% | 0.10% | +4.1% |
| Q4 2020 | $383,000 | +31.6% | 4,300 | +0.9% | 0.10% | +16.9% |
| Q3 2020 | $291,000 | +13.2% | 4,262 | +8.2% | 0.08% | +2.5% |
| Q2 2020 | $257,000 | +33.9% | 3,940 | +5.9% | 0.08% | +15.7% |
| Q1 2020 | $192,000 | -21.3% | 3,721 | +15.3% | 0.07% | -2.8% |
| Q4 2019 | $244,000 | +18.4% | 3,227 | +9.2% | 0.07% | +9.1% |
| Q3 2019 | $206,000 | – | 2,954 | – | 0.07% | – |
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% |