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 | $410,389 | -2.1% | 9,908 | +3.5% | 0.01% | +10.0% |
| Q2 2023 | $419,297 | +14.8% | 9,573 | +9.9% | 0.01% | 0.0% |
| Q1 2023 | $365,183 | +6.4% | 8,709 | +2.8% | 0.01% | -9.1% |
| Q4 2022 | $343,120 | +8.6% | 8,470 | +1.5% | 0.01% | +37.5% |
| Q3 2022 | $316,000 | -6.0% | 8,348 | -3.0% | 0.01% | -11.1% |
| Q2 2022 | $336,000 | -7.2% | 8,609 | +12.7% | 0.01% | 0.0% |
| Q1 2022 | $362,000 | +160.4% | 7,638 | +464.1% | 0.01% | +125.0% |
| Q4 2021 | $139,000 | +13.9% | 1,354 | +11.3% | 0.00% | +33.3% |
| Q3 2021 | $122,000 | +2.5% | 1,217 | +6.2% | 0.00% | 0.0% |
| Q2 2021 | $119,000 | +4.4% | 1,146 | 0.0% | 0.00% | -25.0% |
| Q1 2021 | $114,000 | -18.6% | 1,146 | -27.3% | 0.00% | -33.3% |
| Q4 2020 | $140,000 | -7.3% | 1,577 | -28.9% | 0.01% | -25.0% |
| Q3 2020 | $151,000 | +31.3% | 2,219 | +25.2% | 0.01% | +14.3% |
| Q2 2020 | $115,000 | +21.1% | 1,772 | -4.4% | 0.01% | -12.5% |
| Q1 2020 | $95,000 | -32.1% | 1,853 | -0.4% | 0.01% | -20.0% |
| Q4 2019 | $140,000 | +8.5% | 1,860 | +0.4% | 0.01% | +42.9% |
| Q3 2019 | $129,000 | – | 1,852 | – | 0.01% | – |
Download | ||||||
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% |