SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 827 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is 0.56 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $398,000 | -2.9% | 10,539 | +0.1% | 0.29% | -4.6% |
| Q2 2022 | $410,000 | -42.9% | 10,526 | -30.6% | 0.30% | -32.7% |
| Q1 2022 | $718,000 | +52.4% | 15,160 | +229.6% | 0.45% | +61.5% |
| Q4 2021 | $471,000 | -63.9% | 4,600 | -82.6% | 0.28% | -68.1% |
| Q3 2021 | $1,303,000 | -11.2% | 26,500 | -8.4% | 0.87% | -15.1% |
| Q2 2021 | $1,467,000 | -1.1% | 28,917 | -7.3% | 1.03% | -10.5% |
| Q1 2021 | $1,484,000 | +374.1% | 31,185 | +786.2% | 1.15% | +304.2% |
| Q4 2020 | $313,000 | – | 3,519 | – | 0.28% | – |
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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% |