SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 937 filers reported holding SCHWAB STRATEGIC TR in Q2 2023. The put-call ratio across all filers is 0.21 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,781 | -5.4% | 212 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $9,286 | +4.5% | 212 | 0.0% | 0.01% | -16.7% |
| Q1 2023 | $8,889 | +3.5% | 212 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $8,588 | +7.4% | 212 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $8,000 | -46.7% | 212 | -43.0% | 0.01% | -40.0% |
| Q2 2022 | $15,000 | -16.7% | 372 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $18,000 | -5.3% | 372 | +100.0% | 0.01% | +42.9% |
| Q4 2021 | $19,000 | 0.0% | 186 | 0.0% | 0.01% | -12.5% |
| Q3 2021 | $19,000 | 0.0% | 186 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $19,000 | 0.0% | 186 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $19,000 | +11.8% | 186 | 0.0% | 0.01% | +14.3% |
| Q4 2020 | $17,000 | +21.4% | 186 | -6.1% | 0.01% | 0.0% |
| Q3 2020 | $14,000 | 0.0% | 198 | -6.2% | 0.01% | -12.5% |
| Q2 2020 | $14,000 | +27.3% | 211 | 0.0% | 0.01% | -11.1% |
| Q1 2020 | $11,000 | +10.0% | 211 | +67.5% | 0.01% | +12.5% |
| Q4 2019 | $10,000 | – | 126 | – | 0.01% | – |
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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% |