SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 908 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is 0.27 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $377,284 | +14.3% | 8,683 | +0.5% | 0.32% | +2.3% |
| Q3 2022 | $330,000 | -11.3% | 8,640 | 0.0% | 0.31% | +14.3% |
| Q2 2022 | $372,000 | -5.8% | 8,640 | 0.0% | 0.27% | +1.1% |
| Q1 2022 | $395,000 | 0.0% | 8,640 | +100.0% | 0.27% | +7.6% |
| Q4 2021 | $395,000 | -9.2% | 4,320 | 0.0% | 0.25% | -6.7% |
| Q3 2021 | $435,000 | -0.5% | 4,320 | 0.0% | 0.27% | 0.0% |
| Q2 2021 | $437,000 | +0.2% | 4,320 | 0.0% | 0.27% | +2.3% |
| Q1 2021 | $436,000 | +4.6% | 4,320 | -29.2% | 0.26% | -20.1% |
| Q3 2020 | $417,000 | -86.0% | 6,101 | -86.6% | 0.33% | -87.5% |
| Q2 2020 | $2,976,000 | +45.7% | 45,541 | +14.9% | 2.63% | +35.9% |
| Q1 2020 | $2,042,000 | – | 39,644 | – | 1.94% | – |
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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% |