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 | $6,330,561 | -9.2% | 152,838 | -3.9% | 0.10% | -7.9% |
| Q2 2023 | $6,968,716 | +1.1% | 159,103 | -3.2% | 0.11% | -3.4% |
| Q1 2023 | $6,892,823 | +5.5% | 164,389 | +1.9% | 0.12% | -0.8% |
| Q4 2022 | $6,534,945 | +5.5% | 161,317 | -1.6% | 0.12% | -7.8% |
| Q3 2022 | $6,195,000 | -3.5% | 163,884 | -0.4% | 0.13% | -3.7% |
| Q2 2022 | $6,418,000 | -17.4% | 164,618 | +0.3% | 0.13% | -23.4% |
| Q1 2022 | $7,770,000 | -7.8% | 164,066 | +99.3% | 0.18% | -5.9% |
| Q4 2021 | $8,429,000 | -3.1% | 82,315 | -5.3% | 0.19% | +2.8% |
| Q3 2021 | $8,703,000 | -5.5% | 86,946 | -1.6% | 0.18% | -25.2% |
| Q2 2021 | $9,209,000 | -12.2% | 88,390 | -16.0% | 0.24% | -2.8% |
| Q1 2021 | $10,487,000 | -1.7% | 105,213 | -12.2% | 0.25% | -21.5% |
| Q4 2020 | $10,668,000 | +9.5% | 119,865 | -36.6% | 0.32% | -22.3% |
| Q1 2020 | $9,745,000 | +33503.4% | 189,156 | +39225.6% | 0.41% | +13500.0% |
| Q4 2018 | $29,000 | – | 481 | – | 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% |