SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 908 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is 0.27 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $305,762 | -24.1% | 7,382 | -19.8% | 0.01% | -28.6% |
| Q2 2023 | $403,004 | +78.0% | 9,201 | +70.4% | 0.01% | +55.6% |
| Q1 2023 | $226,375 | -70.4% | 5,399 | -66.6% | 0.01% | -76.3% |
| Q1 2022 | $765,000 | -6.5% | 16,145 | +102.2% | 0.04% | -2.6% |
| Q4 2021 | $818,000 | +3.8% | 7,985 | +1.4% | 0.04% | -11.4% |
| Q3 2021 | $788,000 | -3.9% | 7,874 | 0.0% | 0.04% | -12.0% |
| Q2 2021 | $820,000 | +9.5% | 7,874 | +4.8% | 0.05% | -3.8% |
| Q1 2021 | $749,000 | +11.8% | 7,514 | +0.1% | 0.05% | +6.1% |
| Q4 2020 | $670,000 | -99.9% | 7,510 | -7.5% | 0.05% | +2.1% |
| Q3 2020 | $554,000,000 | – | 8,116 | – | 0.05% | – |
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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% |