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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $747,265 | +11.5% | 17,060 | +6.7% | 0.16% | 0.0% |
| Q1 2023 | $670,201 | +5.2% | 15,985 | +1.7% | 0.16% | -7.6% |
| Q4 2022 | $636,839 | -89.6% | 15,721 | -90.3% | 0.17% | -92.2% |
| Q3 2022 | $6,102,000 | -8.8% | 161,269 | -5.9% | 2.22% | -2.3% |
| Q2 2022 | $6,692,000 | -17.6% | 171,315 | -0.1% | 2.27% | -9.5% |
| Q1 2022 | $8,119,000 | -4.0% | 171,504 | +108.2% | 2.51% | -0.3% |
| Q4 2021 | $8,453,000 | +7.3% | 82,381 | +5.4% | 2.52% | -7.6% |
| Q3 2021 | $7,877,000 | -7.3% | 78,168 | -3.9% | 2.72% | -10.5% |
| Q2 2021 | $8,494,000 | +22.8% | 81,305 | +17.0% | 3.04% | +10.1% |
| Q1 2021 | $6,919,000 | – | 69,506 | – | 2.76% | – |
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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% |