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 | $2,227,642 | -25.4% | 53,782 | -21.2% | 0.51% | -26.6% |
| Q2 2023 | $2,988,012 | -56.1% | 68,219 | -58.0% | 0.70% | -59.6% |
| Q1 2023 | $6,813,362 | -35.7% | 162,494 | -37.9% | 1.73% | -42.9% |
| Q4 2022 | $10,599,101 | +1.4% | 261,642 | -5.3% | 3.03% | -13.1% |
| Q3 2022 | $10,449,000 | -1.0% | 276,431 | +2.2% | 3.49% | +0.8% |
| Q2 2022 | $10,550,000 | -13.4% | 270,575 | +5.2% | 3.46% | -1.5% |
| Q1 2022 | $12,184,000 | +1.9% | 257,270 | +120.4% | 3.52% | +2.2% |
| Q4 2021 | $11,951,000 | – | 116,709 | – | 3.44% | – |
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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% |