SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 850 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is 0.20 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,667,531 | -0.5% | 64,402 | +5.3% | 0.61% | +1.2% |
| Q2 2023 | $2,679,816 | +4.5% | 61,183 | +0.0% | 0.60% | -0.7% |
| Q1 2023 | $2,565,236 | +4.6% | 61,179 | +1.0% | 0.60% | -5.2% |
| Q4 2022 | $2,453,083 | +27.0% | 60,555 | +18.6% | 0.64% | +22.3% |
| Q3 2022 | $1,931,000 | -5.2% | 51,072 | -2.3% | 0.52% | +9.2% |
| Q2 2022 | $2,037,000 | -12.5% | 52,255 | +6.3% | 0.48% | +0.2% |
| Q1 2022 | $2,329,000 | -6.6% | 49,181 | +102.0% | 0.48% | -6.3% |
| Q4 2021 | $2,493,000 | +16.2% | 24,343 | +13.6% | 0.51% | +8.8% |
| Q3 2021 | $2,146,000 | +5.5% | 21,438 | +9.7% | 0.47% | +1.3% |
| Q2 2021 | $2,035,000 | +12.6% | 19,536 | +7.7% | 0.46% | +4.8% |
| Q1 2021 | $1,807,000 | +15.4% | 18,133 | +3.0% | 0.44% | +11.4% |
| Q4 2020 | $1,566,000 | +17.5% | 17,597 | -9.8% | 0.39% | +5.1% |
| Q3 2020 | $1,333,000 | +4.7% | 19,507 | +0.1% | 0.38% | -6.7% |
| Q2 2020 | $1,273,000 | +24.4% | 19,489 | -1.8% | 0.40% | -25.6% |
| Q1 2020 | $1,023,000 | -20.4% | 19,847 | +16.8% | 0.54% | -8.5% |
| Q4 2019 | $1,285,000 | – | 16,987 | – | 0.59% | – |
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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% |