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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $4,068,970 | +161.1% | 86,134 | +129.0% | 1.85% | +142.4% |
| Q3 2023 | $1,558,220 | -8.6% | 37,620 | -3.4% | 0.76% | -4.5% |
| Q2 2023 | $1,705,616 | +52.7% | 38,941 | +46.2% | 0.80% | +45.1% |
| Q1 2023 | $1,116,723 | +45.9% | 26,633 | +41.0% | 0.55% | +51.1% |
| Q4 2022 | $765,397 | +20.5% | 18,894 | +12.5% | 0.36% | +15.2% |
| Q3 2022 | $635,000 | -25.6% | 16,796 | -23.3% | 0.32% | -24.9% |
| Q2 2022 | $854,000 | -2.6% | 21,903 | +18.3% | 0.42% | +1.0% |
| Q1 2022 | $877,000 | +20.5% | 18,515 | +160.5% | 0.42% | +20.2% |
| Q4 2021 | $728,000 | +19.5% | 7,107 | +16.9% | 0.35% | +8.1% |
| Q3 2021 | $609,000 | +4.1% | 6,080 | +6.1% | 0.32% | -4.5% |
| Q2 2021 | $585,000 | +91.2% | 5,733 | +85.0% | 0.34% | +74.1% |
| Q1 2021 | $306,000 | -16.6% | 3,099 | -24.8% | 0.19% | -16.8% |
| Q4 2020 | $367,000 | – | 4,123 | – | 0.23% | – |
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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% |