SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 921 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is 0.14 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $453,283 | -5.4% | 10,944 | +0.1% | 0.12% | -5.5% |
| Q2 2023 | $478,983 | -9.1% | 10,936 | -13.0% | 0.13% | -14.2% |
| Q1 2023 | $527,054 | +4.2% | 12,570 | +0.7% | 0.15% | -2.0% |
| Q4 2022 | $505,770 | +4.5% | 12,485 | -2.4% | 0.15% | -3.2% |
| Q3 2022 | $484,000 | +0.6% | 12,794 | +3.8% | 0.16% | +3.3% |
| Q2 2022 | $481,000 | -99.9% | 12,326 | +0.0% | 0.15% | -9.0% |
| Q1 2022 | $584,000,000 | -43.7% | 12,325 | +21.7% | 0.17% | -75.4% |
| Q4 2021 | $1,037,000,000 | +104016.5% | 10,126 | +1.3% | 0.68% | +74.4% |
| Q1 2021 | $996,000 | +15.0% | 9,993 | +2.7% | 0.39% | +3.8% |
| Q4 2020 | $866,000 | +82.3% | 9,728 | +40.0% | 0.37% | +46.9% |
| Q3 2020 | $475,000 | – | 6,951 | – | 0.25% | – |
Download | ||||||
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% |