SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 850 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is 0.20 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $250,755 | +8.1% | 5,725 | -6.9% | 0.16% | -28.0% |
| Q3 2022 | $232,000 | -62.1% | 6,147 | -60.8% | 0.22% | -40.8% |
| Q2 2022 | $612,000 | -21.8% | 15,695 | -5.1% | 0.37% | -5.4% |
| Q1 2022 | $783,000 | -23.1% | 16,530 | +66.3% | 0.39% | -5.1% |
| Q4 2021 | $1,018,000 | +8.6% | 9,942 | +6.2% | 0.41% | -14.8% |
| Q3 2021 | $937,000 | -0.2% | 9,363 | +3.9% | 0.48% | +26.9% |
| Q2 2021 | $939,000 | +4.2% | 9,011 | -0.3% | 0.38% | +1.3% |
| Q1 2021 | $901,000 | -0.2% | 9,042 | -10.8% | 0.37% | -20.8% |
| Q4 2020 | $903,000 | +27.5% | 10,141 | -2.1% | 0.47% | +6.5% |
| Q3 2020 | $708,000 | +9.3% | 10,359 | +4.4% | 0.44% | +6.2% |
| Q2 2020 | $648,000 | +58.4% | 9,920 | +25.0% | 0.42% | +83.7% |
| Q1 2020 | $409,000 | +11.1% | 7,933 | +62.9% | 0.23% | +46.5% |
| Q4 2019 | $368,000 | +11.9% | 4,871 | +3.1% | 0.16% | -0.6% |
| Q3 2019 | $329,000 | -22.8% | 4,724 | -20.8% | 0.16% | -11.4% |
| Q2 2019 | $426,000 | -28.4% | 5,962 | -30.0% | 0.18% | -29.0% |
| Q1 2019 | $595,000 | +110.2% | 8,514 | +82.4% | 0.25% | +87.9% |
| Q4 2018 | $283,000 | +27.5% | 4,668 | +60.3% | 0.13% | +32.0% |
| Q3 2018 | $222,000 | – | 2,912 | – | 0.10% | – |
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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% |