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 | $732,826 | -6.5% | 17,693 | -1.1% | 0.80% | -4.7% |
| Q2 2023 | $783,563 | +2.6% | 17,890 | -1.8% | 0.84% | +16.4% |
| Q1 2023 | $763,761 | -30.8% | 18,215 | -33.1% | 0.72% | -31.5% |
| Q4 2022 | $1,103,417 | -0.6% | 27,238 | -7.3% | 1.05% | -22.4% |
| Q3 2022 | $1,110,000 | -26.2% | 29,372 | -23.9% | 1.35% | -21.4% |
| Q2 2022 | $1,504,000 | -14.4% | 38,575 | +4.0% | 1.72% | -2.3% |
| Q1 2022 | $1,757,000 | -82.6% | 37,096 | -62.4% | 1.76% | -82.5% |
| Q4 2021 | $10,105,000 | – | 98,678 | – | 10.07% | – |
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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% |