SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 865 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is 0.14 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $536,804 | -5.4% | 12,960 | 0.0% | 0.05% | +2.1% |
| Q2 2023 | $567,648 | +4.5% | 12,960 | 0.0% | 0.05% | -4.0% |
| Q1 2023 | $543,413 | +3.5% | 12,960 | 0.0% | 0.05% | -3.8% |
| Q4 2022 | $525,010 | +4.8% | 12,960 | -2.3% | 0.05% | -3.7% |
| Q3 2022 | $501,000 | -3.1% | 13,260 | 0.0% | 0.05% | +25.6% |
| Q2 2022 | $517,000 | -9.5% | 13,260 | +10.0% | 0.04% | +7.5% |
| Q1 2022 | $571,000 | +2.1% | 12,060 | +120.9% | 0.04% | +8.1% |
| Q4 2021 | $559,000 | +5.3% | 5,460 | +2.8% | 0.04% | -5.1% |
| Q3 2021 | $531,000 | +1.3% | 5,310 | +5.6% | 0.04% | +2.6% |
| Q2 2021 | $524,000 | +6.3% | 5,030 | +1.6% | 0.04% | -2.6% |
| Q1 2021 | $493,000 | +7.9% | 4,950 | -3.5% | 0.04% | +2.6% |
| Q4 2020 | $457,000 | +106.8% | 5,132 | +58.8% | 0.04% | +90.0% |
| Q3 2020 | $221,000 | – | 3,232 | – | 0.02% | – |
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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% |