SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 921 filers reported holding SCHWAB STRATEGIC TR in Q4 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 | $70,745 | -2.3% | 1,708 | +3.3% | 0.02% | 0.0% |
| Q2 2023 | $72,445 | +5.9% | 1,654 | +1.4% | 0.02% | 0.0% |
| Q1 2023 | $68,388 | +103518.2% | 1,631 | 0.0% | 0.02% | 0.0% |
| Q4 2022 | $66 | -99.9% | 1,631 | -4.2% | 0.02% | -10.7% |
| Q3 2022 | $64,000 | -3.0% | 1,703 | 0.0% | 0.03% | +3.7% |
| Q2 2022 | $66,000 | -15.4% | 1,703 | +3.3% | 0.03% | 0.0% |
| Q1 2022 | $78,000 | +13.0% | 1,648 | +146.3% | 0.03% | +12.5% |
| Q4 2021 | $69,000 | +3.0% | 669 | 0.0% | 0.02% | -11.1% |
| Q3 2021 | $67,000 | -4.3% | 669 | 0.0% | 0.03% | -15.6% |
| Q2 2021 | $70,000 | +4.5% | 669 | 0.0% | 0.03% | 0.0% |
| Q1 2021 | $67,000 | -1.5% | 669 | -11.9% | 0.03% | -23.8% |
| Q4 2020 | $68,000 | +41.7% | 759 | +8.6% | 0.04% | +23.5% |
| Q3 2020 | $48,000 | +242.9% | 699 | +206.6% | 0.03% | +277.8% |
| Q4 2018 | $14,000 | – | 228 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Strategic Financial Planning, Inc. | 301,624 | $12,647,105 | 11.56% |
| MONEYWISE, INC. | 418,944 | $17,566,336 | 11.36% |
| Financial Advisors, LLC | 934,943 | $39,202,142 | 9.93% |
| RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 712,588 | $29,878,802 | 9.58% |
| FIDELIS iM, LLC | 368,904 | $15,468,149 | 9.23% |
| Mokosak Advisory Group, LLC | 470,550 | $19,731,715 | 8.41% |
| Ascension Capital Advisors, Inc. | 241,825 | $10,139,725 | 7.83% |
| MERIDIAN MANAGEMENT CO | 508,516 | $21,322,076 | 6.99% |
| Marcum Wealth, LLC | 1,271,131 | $53,298,536 | 6.65% |
| Waterford Advisors, LLC | 291,287 | $12,214 | 6.61% |