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 | $1,588,756 | -5.4% | 38,357 | +0.0% | 0.17% | -8.6% |
| Q2 2023 | $1,680,010 | +1.3% | 38,356 | -3.0% | 0.19% | -3.1% |
| Q1 2023 | $1,657,980 | -6.3% | 39,542 | -9.4% | 0.19% | -11.9% |
| Q4 2022 | $1,768,662 | +114.1% | 43,660 | +99.7% | 0.22% | +62.7% |
| Q3 2022 | $826,000 | -9.5% | 21,860 | -6.7% | 0.13% | -5.0% |
| Q2 2022 | $913,000 | -27.7% | 23,418 | -12.2% | 0.14% | -19.0% |
| Q1 2022 | $1,263,000 | +24.1% | 26,672 | +168.4% | 0.17% | +17.6% |
| Q4 2021 | $1,018,000 | – | 9,937 | – | 0.15% | – |
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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% |