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 | $6,916,008 | +31.5% | 166,973 | +39.1% | 0.13% | +31.2% |
| Q2 2023 | $5,259,006 | +2102.3% | 120,069 | +2008.3% | 0.10% | +1820.0% |
| Q1 2023 | $238,796 | +11.6% | 5,695 | +0.6% | 0.01% | -16.7% |
| Q3 2022 | $214,000 | -7.0% | 5,663 | +16.8% | 0.01% | 0.0% |
| Q1 2022 | $230,000 | -22.0% | 4,849 | +68.4% | 0.01% | -14.3% |
| Q4 2021 | $295,000 | – | 2,880 | – | 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% |