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 | $1,092 | +0.2% | 26,376 | +5.9% | 0.06% | 0.0% |
| Q2 2023 | $1,090 | -10.9% | 24,895 | -14.7% | 0.06% | -12.9% |
| Q1 2023 | $1,223 | +8.8% | 29,186 | +5.2% | 0.07% | +1.4% |
| Q4 2022 | $1,124 | -99.9% | 27,746 | +1.4% | 0.07% | -2.8% |
| Q3 2022 | $1,034,000 | +13.9% | 27,357 | +17.5% | 0.07% | +12.7% |
| Q2 2022 | $908,000 | -10.8% | 23,279 | +8.3% | 0.06% | -1.6% |
| Q1 2022 | $1,018,000 | -9.1% | 21,486 | +96.5% | 0.06% | -5.9% |
| Q4 2021 | $1,120,000 | +5.5% | 10,933 | +3.1% | 0.07% | -2.9% |
| Q3 2021 | $1,062,000 | +0.7% | 10,608 | +4.8% | 0.07% | -1.4% |
| Q2 2021 | $1,055,000 | +5.0% | 10,123 | +0.4% | 0.07% | +2.9% |
| Q1 2021 | $1,005,000 | +35.6% | 10,082 | +21.1% | 0.07% | +6.2% |
| Q4 2020 | $741,000 | +35.0% | 8,322 | +3.6% | 0.06% | +25.0% |
| Q3 2020 | $549,000 | +830.5% | 8,032 | +788.5% | 0.05% | +766.7% |
| Q2 2020 | $59,000 | +168.2% | 904 | +113.2% | 0.01% | +100.0% |
| Q1 2020 | $22,000 | -31.2% | 424 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $32,000 | +10.3% | 424 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $29,000 | – | 424 | – | 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% |