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 | $745,933 | -6.2% | 18,009 | -5.0% | 0.54% | -6.8% |
| Q2 2023 | $794,993 | 0.0% | 18,960 | 0.0% | 0.58% | 0.0% |
| Q1 2023 | $794,993 | +3.5% | 18,960 | 0.0% | 0.58% | -0.2% |
| Q4 2022 | $768,070 | +11.6% | 18,960 | +4.1% | 0.58% | +6.2% |
| Q3 2022 | $688,000 | -3.2% | 18,210 | -0.1% | 0.54% | +4.8% |
| Q2 2022 | $711,000 | -17.6% | 18,235 | +0.0% | 0.52% | -3.5% |
| Q1 2022 | $863,000 | -7.0% | 18,230 | +101.1% | 0.54% | -3.8% |
| Q4 2021 | $928,000 | +4.0% | 9,067 | +1.7% | 0.56% | -4.8% |
| Q3 2021 | $892,000 | -1.9% | 8,916 | +2.2% | 0.59% | -6.1% |
| Q2 2021 | $909,000 | +7.1% | 8,722 | +2.3% | 0.62% | -1.4% |
| Q1 2021 | $849,000 | +14.0% | 8,523 | +1.8% | 0.63% | +2.3% |
| Q4 2020 | $745,000 | +46.7% | 8,375 | +12.7% | 0.62% | +28.4% |
| Q3 2020 | $508,000 | +3.3% | 7,430 | -1.3% | 0.48% | -6.8% |
| Q2 2020 | $492,000 | +31.2% | 7,525 | +3.5% | 0.52% | +13.8% |
| Q1 2020 | $375,000 | -29.0% | 7,273 | +4.2% | 0.46% | -9.5% |
| Q4 2019 | $528,000 | – | 6,979 | – | 0.50% | – |
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% |