SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 921 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is 0.14 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $2,801,278 | +7.0% | 69,150 | -0.1% | 2.31% | +4.5% |
| Q3 2022 | $2,617,000 | -5.2% | 69,221 | -2.8% | 2.21% | -0.5% |
| Q2 2022 | $2,760,000 | -23.0% | 71,184 | -5.9% | 2.22% | +3.6% |
| Q1 2022 | $3,583,000 | -4.3% | 75,664 | +107.0% | 2.14% | +6.8% |
| Q4 2021 | $3,744,000 | +10.4% | 36,561 | +8.0% | 2.00% | -0.9% |
| Q3 2021 | $3,390,000 | -2.9% | 33,864 | +1.0% | 2.02% | -2.7% |
| Q2 2021 | $3,492,000 | -4.1% | 33,515 | -7.8% | 2.08% | -11.5% |
| Q1 2021 | $3,640,000 | +8.8% | 36,336 | -3.0% | 2.35% | -1.3% |
| Q4 2020 | $3,347,000 | +31.2% | 37,442 | +0.2% | 2.38% | -7.0% |
| Q3 2020 | $2,552,000 | +53.1% | 37,359 | +16.1% | 2.56% | +30.4% |
| Q1 2020 | $1,667,000 | -37.3% | 32,170 | -8.5% | 1.96% | -21.2% |
| Q4 2019 | $2,658,000 | – | 35,141 | – | 2.49% | – |
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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% |