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 | $1,405,256 | -42.4% | 33,927 | -39.1% | 1.02% | -40.5% |
| Q2 2023 | $2,438,959 | +3.5% | 55,684 | -1.0% | 1.72% | -3.5% |
| Q1 2023 | $2,357,514 | -49.0% | 56,225 | -52.6% | 1.78% | -52.2% |
| Q2 2022 | $4,625,000 | -8.6% | 118,623 | +11.0% | 3.73% | -0.4% |
| Q1 2022 | $5,059,000 | +9.7% | 106,822 | +137.1% | 3.75% | +10.1% |
| Q4 2021 | $4,613,000 | +121.7% | 45,052 | +54.8% | 3.40% | +18.1% |
| Q2 2019 | $2,081,000 | +14.2% | 29,107 | +11.6% | 2.88% | +5.8% |
| Q1 2019 | $1,823,000 | -27.6% | 26,076 | -37.1% | 2.72% | -29.0% |
| Q4 2018 | $2,517,000 | – | 41,478 | – | 3.83% | – |
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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% |