SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 850 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is 0.20 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $388,810 | -5.4% | 9,387 | 0.0% | 0.11% | -4.4% |
| Q2 2023 | $411,151 | +7.5% | 9,387 | +2.9% | 0.11% | +1.8% |
| Q1 2023 | $382,485 | +3.8% | 9,122 | +0.2% | 0.11% | -4.3% |
| Q4 2022 | $368,641 | +7.2% | 9,100 | 0.0% | 0.12% | -15.2% |
| Q3 2022 | $344,000 | -3.1% | 9,100 | 0.0% | 0.14% | +1.5% |
| Q2 2022 | $355,000 | -17.6% | 9,100 | 0.0% | 0.14% | +3.8% |
| Q1 2022 | $431,000 | -7.5% | 9,100 | +100.0% | 0.13% | 0.0% |
| Q4 2021 | $466,000 | +9.4% | 4,550 | +6.8% | 0.13% | +1.6% |
| Q3 2021 | $426,000 | -4.1% | 4,259 | 0.0% | 0.13% | -1.5% |
| Q2 2021 | $444,000 | +4.7% | 4,259 | 0.0% | 0.13% | -5.8% |
| Q1 2021 | $424,000 | +11.9% | 4,259 | 0.0% | 0.14% | -7.3% |
| Q4 2020 | $379,000 | +30.2% | 4,259 | 0.0% | 0.15% | +6.4% |
| Q3 2020 | $291,000 | -2.0% | 4,259 | -6.4% | 0.14% | -10.2% |
| Q2 2020 | $297,000 | +26.9% | 4,550 | 0.0% | 0.16% | -6.5% |
| Q1 2020 | $234,000 | -31.8% | 4,550 | 0.0% | 0.17% | -13.8% |
| Q4 2019 | $343,000 | +8.2% | 4,550 | 0.0% | 0.20% | -2.0% |
| Q3 2019 | $317,000 | +4.3% | 4,550 | +6.8% | 0.20% | +2.1% |
| Q2 2019 | $304,000 | -4.4% | 4,259 | -6.4% | 0.20% | -7.1% |
| Q1 2019 | $318,000 | – | 4,550 | – | 0.21% | – |
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% |