SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 865 filers reported holding SCHWAB STRATEGIC TR in Q2 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 | $5,935,048 | +14.3% | 143,289 | +15.8% | 5.54% | +7.4% |
| Q2 2023 | $5,190,317 | +1.6% | 123,785 | +1.6% | 5.16% | -1.1% |
| Q1 2023 | $5,106,869 | +4.0% | 121,795 | +0.4% | 5.22% | -1.5% |
| Q4 2022 | $4,912,479 | +7.3% | 121,266 | +2.8% | 5.30% | -1.5% |
| Q3 2022 | $4,578,000 | +0.5% | 118,017 | +0.4% | 5.38% | +20.9% |
| Q2 2022 | $4,555,000 | -14.8% | 117,495 | +4.1% | 4.45% | -0.0% |
| Q1 2022 | $5,345,000 | -9.1% | 112,865 | +98.3% | 4.45% | -15.4% |
| Q4 2021 | $5,877,000 | +0.7% | 56,906 | -2.4% | 5.26% | +8.3% |
| Q3 2021 | $5,838,000 | -8.6% | 58,325 | -4.8% | 4.86% | -7.9% |
| Q2 2021 | $6,385,000 | -6.2% | 61,284 | -9.9% | 5.28% | -16.1% |
| Q1 2021 | $6,804,000 | +14.3% | 67,995 | +1.6% | 6.29% | +7.2% |
| Q4 2020 | $5,954,000 | – | 66,896 | – | 5.86% | – |
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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% |