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 | $553,324 | +3.3% | 13,359 | +9.3% | 0.09% | +1.2% |
| Q2 2023 | $535,445 | +4.4% | 12,225 | -0.0% | 0.09% | -36.8% |
| Q1 2023 | $512,717 | +891.5% | 12,228 | +858.3% | 0.14% | +580.0% |
| Q4 2022 | $51,709 | +7.7% | 1,276 | 0.0% | 0.02% | -9.1% |
| Q3 2022 | $48,000 | +6.7% | 1,276 | +11.2% | 0.02% | +4.8% |
| Q2 2022 | $45,000 | +650.0% | 1,147 | +782.3% | 0.02% | +950.0% |
| Q1 2022 | $6,000 | -72.7% | 130 | -39.5% | 0.00% | -80.0% |
| Q4 2021 | $22,000 | 0.0% | 215 | 0.0% | 0.01% | -9.1% |
| Q3 2021 | $22,000 | +450.0% | 215 | +437.5% | 0.01% | +450.0% |
| Q2 2021 | $4,000 | 0.0% | 40 | 0.0% | 0.00% | -33.3% |
| Q1 2021 | $4,000 | 0.0% | 40 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $4,000 | +33.3% | 40 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $3,000 | 0.0% | 40 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $3,000 | 0.0% | 40 | -31.0% | 0.00% | +50.0% |
| Q1 2020 | $3,000 | -40.0% | 58 | -12.1% | 0.00% | -33.3% |
| Q4 2019 | $5,000 | – | 66 | – | 0.00% | – |
Download | ||||||
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% |