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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $279,340 | +16.9% | 5,913 | +2.5% | 0.01% | 0.0% |
| Q3 2023 | $238,943 | +2.3% | 5,769 | +8.2% | 0.01% | 0.0% |
| Q2 2023 | $233,628 | +13.7% | 5,334 | +8.9% | 0.01% | +16.7% |
| Q1 2023 | $205,449 | +78616.1% | 4,900 | -24.0% | 0.01% | -25.0% |
| Q4 2022 | $261 | -99.9% | 6,446 | +217.5% | 0.01% | +33.3% |
| Q4 2021 | $208,000 | -4.6% | 2,030 | -34.8% | 0.01% | -53.8% |
| Q1 2019 | $218,000 | +3.8% | 3,113 | -10.0% | 0.01% | -7.1% |
| Q4 2018 | $210,000 | -5.0% | 3,459 | +19.2% | 0.01% | +7.7% |
| Q3 2018 | $221,000 | +0.5% | 2,903 | -2.7% | 0.01% | -7.1% |
| Q2 2018 | $220,000 | – | 2,985 | – | 0.01% | – |
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% |