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 | $607,052 | -5.4% | 14,656 | 0.0% | 0.04% | +2.3% |
| Q2 2023 | $641,933 | +4.7% | 14,656 | +0.2% | 0.04% | -4.3% |
| Q1 2023 | $613,268 | +3.5% | 14,626 | 0.0% | 0.05% | -4.2% |
| Q4 2022 | $592,499 | +7.7% | 14,626 | +0.5% | 0.05% | -9.4% |
| Q3 2022 | $550,000 | -8.3% | 14,546 | -5.4% | 0.05% | -5.4% |
| Q2 2022 | $600,000 | -11.1% | 15,378 | +7.9% | 0.06% | +7.7% |
| Q1 2022 | $675,000 | -7.4% | 14,248 | +100.0% | 0.05% | -3.7% |
| Q4 2021 | $729,000 | +2.2% | 7,124 | 0.0% | 0.05% | -5.3% |
| Q3 2021 | $713,000 | -4.6% | 7,124 | 0.0% | 0.06% | -6.6% |
| Q2 2021 | $747,000 | +5.2% | 7,124 | 0.0% | 0.06% | -6.2% |
| Q1 2021 | $710,000 | +12.0% | 7,124 | 0.0% | 0.06% | -1.5% |
| Q4 2020 | $634,000 | +30.2% | 7,124 | 0.0% | 0.07% | +1.5% |
| Q3 2020 | $487,000 | +1.2% | 7,124 | -3.2% | 0.06% | -22.6% |
| Q2 2020 | $481,000 | +26.9% | 7,357 | 0.0% | 0.08% | +16.7% |
| Q1 2020 | $379,000 | +17.0% | 7,357 | +71.6% | 0.07% | +38.5% |
| Q4 2019 | $324,000 | +8.7% | 4,288 | 0.0% | 0.05% | +8.3% |
| Q3 2019 | $298,000 | -2.9% | 4,288 | 0.0% | 0.05% | -9.4% |
| Q2 2019 | $307,000 | – | 4,288 | – | 0.05% | – |
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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% |