SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 865 filers reported holding SCHWAB STRATEGIC TR in Q2 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 | $341 | -13.2% | 8,236 | -8.2% | 0.24% | +66.0% |
| Q2 2023 | $393 | +2.1% | 8,973 | -2.3% | 0.14% | +10.8% |
| Q1 2023 | $385 | -71.5% | 9,184 | -72.5% | 0.13% | -76.7% |
| Q4 2022 | $1,353 | -99.9% | 33,400 | -12.1% | 0.56% | -52.8% |
| Q3 2022 | $1,437,000 | -16.7% | 38,003 | -14.1% | 1.18% | +385.7% |
| Q2 2022 | $1,726,000 | -26.4% | 44,257 | -10.6% | 0.24% | -84.5% |
| Q1 2022 | $2,345,000 | -29.2% | 49,508 | +53.1% | 1.58% | -37.2% |
| Q4 2021 | $3,310,000 | – | 32,328 | – | 2.51% | – |
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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% |