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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $4,552,709 | +9.3% | 103,943 | +4.7% | 2.69% | +2.0% |
| Q1 2023 | $4,164,637 | +7.5% | 99,324 | +3.9% | 2.64% | -7.0% |
| Q4 2022 | $3,874,099 | +8.1% | 95,633 | +0.8% | 2.84% | -5.2% |
| Q3 2022 | $3,585,000 | +1.9% | 94,836 | +5.1% | 3.00% | -8.9% |
| Q2 2022 | $3,518,000 | -13.9% | 90,220 | +4.6% | 3.29% | +15.3% |
| Q1 2022 | $4,084,000 | +1.1% | 86,233 | +118.6% | 2.85% | +5.4% |
| Q4 2021 | $4,039,000 | +4.6% | 39,442 | +6.4% | 2.70% | +1.2% |
| Q2 2021 | $3,862,000 | +8.5% | 37,067 | +3.7% | 2.67% | -4.0% |
| Q1 2021 | $3,561,000 | -21.8% | 35,728 | -30.1% | 2.78% | -23.7% |
| Q4 2020 | $4,552,000 | +41.9% | 51,142 | +8.9% | 3.64% | +16.3% |
| Q3 2020 | $3,208,000 | – | 46,954 | – | 3.13% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Strategic Financial Planning, Inc. | 301,624 | $12,647,105 | 11.56% |
| MONEYWISE, INC. | 418,944 | $17,566,336 | 11.36% |
| Financial Advisors, LLC | 934,943 | $39,202,142 | 9.93% |
| RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 712,588 | $29,878,802 | 9.58% |
| FIDELIS iM, LLC | 368,904 | $15,468,149 | 9.23% |
| Mokosak Advisory Group, LLC | 470,550 | $19,731,715 | 8.41% |
| Ascension Capital Advisors, Inc. | 241,825 | $10,139,725 | 7.83% |
| MERIDIAN MANAGEMENT CO | 508,516 | $21,322,076 | 6.99% |
| Marcum Wealth, LLC | 1,271,131 | $53,298,536 | 6.65% |
| Waterford Advisors, LLC | 291,287 | $12,214 | 6.61% |