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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $25,158 | -19.5% | 600 | -22.2% | 0.01% | -17.6% |
| Q4 2022 | $31,233 | +35.8% | 771 | +28.5% | 0.02% | +54.5% |
| Q3 2022 | $23,000 | 0.0% | 600 | 0.0% | 0.01% | +22.2% |
| Q2 2022 | $23,000 | -17.9% | 600 | 0.0% | 0.01% | -18.2% |
| Q1 2022 | $28,000 | -12.5% | 600 | +91.1% | 0.01% | -15.4% |
| Q4 2021 | $32,000 | -60.5% | 314 | -61.4% | 0.01% | -64.9% |
| Q3 2021 | $81,000 | -4.7% | 814 | 0.0% | 0.04% | -9.8% |
| Q2 2021 | $85,000 | +4.9% | 814 | 0.0% | 0.04% | -12.8% |
| Q1 2021 | $81,000 | +12.5% | 814 | 0.0% | 0.05% | +2.2% |
| Q4 2020 | $72,000 | – | 814 | – | 0.05% | – |
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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% |