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 | $319,135 | -75.6% | 7,705 | -73.4% | 0.27% | -75.8% |
Q2 2023 | $1,306,036 | +24.5% | 29,010 | +15.9% | 1.12% | +7.9% |
Q1 2023 | $1,049,164 | +134.2% | 25,022 | +142.7% | 1.04% | +133.6% |
Q4 2022 | $447,985 | +1.8% | 10,310 | -11.4% | 0.44% | -0.7% |
Q3 2022 | $440,000 | -23.7% | 11,638 | -21.4% | 0.45% | -21.6% |
Q2 2022 | $577,000 | -47.0% | 14,801 | -35.6% | 0.57% | -33.3% |
Q1 2022 | $1,088,000 | -62.5% | 22,971 | -19.0% | 0.85% | -60.8% |
Q4 2021 | $2,905,000 | +8.1% | 28,372 | +5.7% | 2.18% | +0.4% |
Q3 2021 | $2,687,000 | +70.7% | 26,842 | +70.0% | 2.17% | +44.4% |
Q1 2021 | $1,574,000 | – | 15,789 | – | 1.50% | – |
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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% |