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 | $1,248 | -3.7% | 30,124 | +1.8% | 0.53% | +1.7% |
| Q2 2023 | $1,296 | +5.7% | 29,587 | +1.2% | 0.52% | +0.8% |
| Q1 2023 | $1,226 | +3.5% | 29,245 | +0.1% | 0.51% | -2.3% |
| Q4 2022 | $1,184 | -99.9% | 29,218 | +3.6% | 0.53% | +5.4% |
| Q3 2022 | $1,066,000 | -2.2% | 28,202 | +11.4% | 0.50% | +13.4% |
| Q2 2022 | $1,090,000 | -10.1% | 25,310 | -1.2% | 0.44% | -0.7% |
| Q1 2022 | $1,213,000 | -4.3% | 25,623 | +106.9% | 0.44% | -2.4% |
| Q4 2021 | $1,268,000 | +4.2% | 12,386 | +1.9% | 0.45% | +0.4% |
| Q3 2021 | $1,217,000 | -3.3% | 12,155 | +0.6% | 0.45% | -3.4% |
| Q2 2021 | $1,259,000 | -2.7% | 12,084 | -6.9% | 0.47% | +4.2% |
| Q1 2021 | $1,294,000 | +20.6% | 12,985 | +7.7% | 0.45% | +6.7% |
| Q4 2020 | $1,073,000 | +47.0% | 12,053 | +12.9% | 0.42% | +27.2% |
| Q3 2020 | $730,000 | – | 10,680 | – | 0.33% | – |
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% |