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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $433,519 | +0.5% | 10,466 | +6.2% | 0.07% | +57.8% |
| Q2 2023 | $431,474 | -1.2% | 9,851 | -5.4% | 0.04% | -8.2% |
| Q1 2023 | $436,701 | +3.5% | 10,415 | 0.0% | 0.05% | -5.8% |
| Q4 2022 | $421,912 | +18.2% | 10,415 | +10.2% | 0.05% | +6.1% |
| Q3 2022 | $357,000 | +0.6% | 9,450 | +3.9% | 0.05% | +4.3% |
| Q2 2022 | $355,000 | -68.6% | 9,099 | -61.9% | 0.05% | -62.4% |
| Q1 2022 | $1,131,000 | -13.5% | 23,873 | +87.0% | 0.12% | -10.7% |
| Q4 2021 | $1,307,000 | -1.4% | 12,768 | -3.6% | 0.14% | -20.0% |
| Q3 2021 | $1,325,000 | +6.3% | 13,238 | +10.6% | 0.18% | -12.9% |
| Q2 2021 | $1,247,000 | +106.8% | 11,971 | +97.9% | 0.20% | +63.4% |
| Q1 2021 | $603,000 | – | 6,050 | – | 0.12% | – |
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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% |