SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 827 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is 0.56 and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $15,822 | -35.7% | 382 | -32.0% | 0.01% | -28.6% |
Q2 2023 | $24,616 | +4.5% | 562 | 0.0% | 0.01% | 0.0% |
Q1 2023 | $23,565 | -13.4% | 562 | -16.4% | 0.01% | -22.2% |
Q4 2022 | $27,223 | +8.9% | 672 | 0.0% | 0.01% | 0.0% |
Q3 2022 | $25,000 | -3.8% | 672 | 0.0% | 0.01% | 0.0% |
Q2 2022 | $26,000 | -18.8% | 672 | 0.0% | 0.01% | 0.0% |
Q1 2022 | $32,000 | -5.9% | 672 | +100.0% | 0.01% | -10.0% |
Q4 2021 | $34,000 | 0.0% | 336 | 0.0% | 0.01% | -9.1% |
Q3 2021 | $34,000 | – | 336 | – | 0.01% | – |
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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% |