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 | $1,813,623 | -5.1% | 43,786 | +0.4% | 0.09% | -8.0% |
| Q2 2023 | $1,910,687 | +4.7% | 43,623 | +0.2% | 0.10% | -3.8% |
| Q1 2023 | $1,824,952 | +1.5% | 43,524 | -1.9% | 0.10% | -8.0% |
| Q4 2022 | $1,797,311 | +3.6% | 44,367 | -3.4% | 0.11% | -14.4% |
| Q3 2022 | $1,735,000 | +599.6% | 45,909 | +1259.5% | 0.13% | +109.5% |
| Q2 2018 | $248,000 | +249.3% | 3,377 | +221.9% | 0.06% | +231.6% |
| Q1 2018 | $71,000 | -4.1% | 1,049 | 0.0% | 0.02% | -5.0% |
| Q4 2017 | $74,000 | +4.2% | 1,049 | 0.0% | 0.02% | -33.3% |
| Q3 2017 | $71,000 | +6.0% | 1,049 | +383.4% | 0.03% | -6.2% |
| Q2 2017 | $67,000 | +219.0% | 217 | -42.4% | 0.03% | +128.6% |
| Q1 2017 | $21,000 | – | 377 | +9325.0% | 0.01% | – |
| Q4 2016 | $0 | – | 4 | – | 0.00% | – |
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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% |