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 | $343,631 | -29.0% | 8,296 | -24.9% | 0.01% | -26.7% |
| Q2 2023 | $484,076 | -25.7% | 11,052 | -28.9% | 0.02% | -28.6% |
| Q1 2023 | $651,333 | +2.8% | 15,534 | -0.7% | 0.02% | -4.5% |
| Q4 2022 | $633,817 | +9.7% | 15,646 | +2.4% | 0.02% | -18.5% |
| Q3 2022 | $578,000 | -2.7% | 15,285 | +0.3% | 0.03% | -3.6% |
| Q2 2022 | $594,000 | -0.3% | 15,232 | +21.0% | 0.03% | +12.0% |
| Q1 2022 | $596,000 | -10.2% | 12,588 | +94.0% | 0.02% | -3.8% |
| Q4 2021 | $664,000 | +2.6% | 6,489 | +0.3% | 0.03% | -16.1% |
| Q3 2021 | $647,000 | -2.4% | 6,468 | +1.6% | 0.03% | -11.4% |
| Q2 2021 | $663,000 | -2.2% | 6,369 | -6.4% | 0.04% | -10.3% |
| Q1 2021 | $678,000 | +5.0% | 6,802 | -6.3% | 0.04% | -2.5% |
| Q4 2020 | $646,000 | +18.3% | 7,261 | -9.2% | 0.04% | +5.3% |
| Q3 2020 | $546,000 | – | 7,995 | – | 0.04% | – |
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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% |