SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 921 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is 0.14 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $356,681 | +52.3% | 8,215 | +45.2% | 0.01% | +40.0% |
| Q4 2022 | $234,128 | -61.0% | 5,659 | -63.8% | 0.01% | -64.3% |
| Q3 2022 | $600,000 | -5.7% | 15,631 | -1.1% | 0.01% | 0.0% |
| Q2 2022 | $636,000 | -25.8% | 15,803 | -16.1% | 0.01% | -17.6% |
| Q1 2022 | $857,000 | -49.9% | 18,828 | +9.9% | 0.02% | -41.4% |
| Q4 2021 | $1,709,000 | +20.3% | 17,138 | +22.9% | 0.03% | +11.5% |
| Q3 2021 | $1,421,000 | -1.0% | 13,946 | -1.5% | 0.03% | 0.0% |
| Q2 2021 | $1,436,000 | +14260.0% | 14,157 | +7197.4% | 0.03% | +1200.0% |
| Q3 2015 | $10,000 | -41.2% | 194 | -34.5% | 0.00% | 0.0% |
| Q2 2015 | $17,000 | – | 296 | – | 0.00% | – |
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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% |