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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,855,045 | -3.9% | 117,215 | +1.6% | 2.48% | -2.4% |
| Q2 2023 | $5,052,680 | +5.6% | 115,358 | +1.1% | 2.54% | +0.1% |
| Q1 2023 | $4,782,997 | +103070.8% | 114,071 | -0.3% | 2.54% | -2.5% |
| Q4 2022 | $4,636 | -99.9% | 114,430 | +0.5% | 2.60% | +2.5% |
| Q3 2022 | $4,304,000 | -2.6% | 113,870 | +0.5% | 2.54% | +0.8% |
| Q2 2022 | $4,418,000 | -15.5% | 113,309 | +2.6% | 2.52% | -1.3% |
| Q1 2022 | $5,230,000 | -6.3% | 110,440 | +102.6% | 2.56% | -5.3% |
| Q4 2021 | $5,582,000 | +3.3% | 54,507 | +0.9% | 2.70% | -5.8% |
| Q3 2021 | $5,405,000 | -4.6% | 53,996 | -0.7% | 2.86% | -4.6% |
| Q2 2021 | $5,667,000 | +4.3% | 54,396 | -0.2% | 3.00% | -4.1% |
| Q1 2021 | $5,435,000 | +11.6% | 54,525 | -0.3% | 3.13% | -2.1% |
| Q4 2020 | $4,869,000 | +29.6% | 54,708 | -0.5% | 3.20% | +13.7% |
| Q3 2020 | $3,756,000 | +3.6% | 54,970 | -0.9% | 2.81% | -8.0% |
| Q2 2020 | $3,626,000 | +23.2% | 55,487 | -2.9% | 3.06% | -5.6% |
| Q1 2020 | $2,944,000 | -29.9% | 57,152 | +2.9% | 3.24% | -14.0% |
| Q4 2019 | $4,201,000 | – | 55,534 | – | 3.77% | – |
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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% |