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 | $11,615 | +143.9% | 280 | +156.9% | 0.00% | 0.0% |
| Q2 2023 | $4,763 | +4.8% | 109 | +0.9% | 0.00% | 0.0% |
| Q1 2023 | $4,544 | -40.0% | 108 | -42.2% | 0.00% | 0.0% |
| Q4 2022 | $7,578 | +51.6% | 187 | +46.1% | 0.00% | 0.0% |
| Q3 2022 | $5,000 | 0.0% | 128 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $5,000 | -64.3% | 128 | -57.9% | 0.00% | -50.0% |
| Q1 2022 | $14,000 | -68.9% | 304 | -31.4% | 0.00% | -66.7% |
| Q4 2021 | $45,000 | +25.0% | 443 | +23.4% | 0.01% | +20.0% |
| Q3 2021 | $36,000 | -2.7% | 359 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $37,000 | +15.6% | 359 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $32,000 | -11.1% | 359 | -31.1% | 0.01% | -16.7% |
| Q3 2020 | $36,000 | +5.9% | 521 | +0.2% | 0.01% | 0.0% |
| Q2 2020 | $34,000 | +112.5% | 520 | +70.5% | 0.01% | +50.0% |
| Q1 2020 | $16,000 | +433.3% | 305 | +522.4% | 0.00% | +300.0% |
| Q2 2019 | $3,000 | 0.0% | 49 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $3,000 | -25.0% | 49 | +2.1% | 0.00% | -50.0% |
| Q3 2018 | $4,000 | – | 48 | – | 0.00% | – |
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% |