Disciplined Investments, LLC - SCHWAB STRATEGIC TR ownership

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
Disciplined Investments, LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q2 2022$13,000
-79.7%
340
-75.1%
0.01%
-53.8%
Q1 2022$64,000
+82.9%
1,364
+300.0%
0.01%
-13.3%
Q4 2021$35,000
+2.9%
3410.0%0.02%
-6.2%
Q3 2021$34,000
-5.6%
3410.0%0.02%
-11.1%
Q2 2021$36,000
+5.9%
3410.0%0.02%
-10.0%
Q1 2021$34,000
+13.3%
3410.0%0.02%0.0%
Q4 2020$30,000
+30.4%
3410.0%0.02%
+17.6%
Q3 2020$23,000
+4.5%
341
-0.9%
0.02%0.0%
Q2 2020$22,000
+22.2%
3440.0%0.02%0.0%
Q1 2020$18,000
-30.8%
3440.0%0.02%
-22.7%
Q4 2019$26,0003440.02%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q1 2022
NameSharesValueWeighting ↓
Strategic Financial Planning, Inc. 301,624$12,647,10511.56%
MONEYWISE, INC. 418,944$17,566,33611.36%
Financial Advisors, LLC 934,943$39,202,1429.93%
RAINEY & RANDALL INVESTMENT MANAGEMENT INC. 712,588$29,878,8029.58%
FIDELIS iM, LLC 368,904$15,468,1499.23%
Mokosak Advisory Group, LLC 470,550$19,731,7158.41%
Ascension Capital Advisors, Inc. 241,825$10,139,7257.83%
MERIDIAN MANAGEMENT CO 508,516$21,322,0766.99%
Marcum Wealth, LLC 1,271,131$53,298,5366.65%
Waterford Advisors, LLC 291,287$12,2146.61%
View complete list of SCHWAB STRATEGIC TR shareholders