SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 937 filers reported holding SCHWAB STRATEGIC TR in Q2 2023. The put-call ratio across all filers is 0.21 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,436,793 | -2.4% | 155,403 | +3.2% | 1.21% | -0.2% |
| Q2 2023 | $6,592,951 | +87.2% | 150,524 | +79.2% | 1.21% | +71.5% |
| Q1 2023 | $3,522,792 | -10.6% | 84,016 | -13.7% | 0.71% | -15.5% |
| Q4 2022 | $3,942,109 | +223.1% | 97,312 | +610.0% | 0.84% | +141.5% |
| Q3 2022 | $1,220,000 | -58.6% | 13,705 | -81.8% | 0.35% | -45.4% |
| Q2 2022 | $2,944,000 | -2.9% | 75,496 | +18.0% | 0.64% | -2.0% |
| Q1 2022 | $3,031,000 | +17.9% | 64,006 | +155.0% | 0.65% | +19.7% |
| Q4 2021 | $2,570,000 | +2.3% | 25,100 | 0.0% | 0.54% | -18.3% |
| Q3 2021 | $2,512,000 | -3.9% | 25,100 | 0.0% | 0.66% | +2.3% |
| Q2 2021 | $2,615,000 | +91.4% | 25,100 | +83.1% | 0.65% | +92.3% |
| Q1 2021 | $1,366,000 | +45.9% | 13,705 | 0.0% | 0.34% | +12.3% |
| Q3 2020 | $936,000 | +4.6% | 13,705 | 0.0% | 0.30% | +11.9% |
| Q2 2020 | $895,000 | – | 13,705 | – | 0.27% | – |
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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% |