SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 920 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is 0.68 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $892,895 | -3.9% | 21,557 | +1.7% | 0.13% | -11.8% |
| Q2 2023 | $928,732 | +68.3% | 21,204 | +61.1% | 0.15% | +15.2% |
| Q1 2023 | $551,966 | +3.5% | 13,164 | 0.0% | 0.13% | -7.0% |
| Q4 2022 | $533,273 | +6.2% | 13,164 | -0.7% | 0.14% | -6.0% |
| Q3 2022 | $502,000 | -2.9% | 13,260 | 0.0% | 0.15% | 0.0% |
| Q2 2022 | $517,000 | -17.5% | 13,260 | +0.1% | 0.15% | -17.0% |
| Q1 2022 | $627,000 | -6.8% | 13,250 | +101.6% | 0.18% | +32.8% |
| Q4 2021 | $673,000 | +2.3% | 6,571 | -0.0% | 0.14% | -4.2% |
| Q3 2021 | $658,000 | -3.8% | 6,572 | 0.0% | 0.14% | +0.7% |
| Q2 2021 | $684,000 | +4.4% | 6,572 | 0.0% | 0.14% | -4.1% |
| Q1 2021 | $655,000 | -55.3% | 6,572 | -66.7% | 0.15% | -62.3% |
| Q4 2020 | $1,466,000 | – | 19,731 | – | 0.39% | – |
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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% |