SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 827 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is 0.56 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $592,720 | -5.4% | 14,310 | 0.0% | 0.38% | -2.1% |
| Q2 2023 | $626,778 | +4.5% | 14,310 | 0.0% | 0.39% | +1.6% |
| Q1 2023 | $600,018 | +3.5% | 14,310 | 0.0% | 0.38% | -7.3% |
| Q4 2022 | $579,698 | +11.1% | 14,310 | +3.6% | 0.41% | -4.4% |
| Q3 2022 | $522,000 | -3.0% | 13,810 | 0.0% | 0.43% | -8.1% |
| Q2 2022 | $538,000 | -17.7% | 13,810 | 0.0% | 0.47% | -10.1% |
| Q1 2022 | $654,000 | -7.5% | 13,810 | +100.0% | 0.52% | -1.3% |
| Q4 2021 | $707,000 | +2.3% | 6,905 | 0.0% | 0.53% | -7.7% |
| Q3 2021 | $691,000 | -6.6% | 6,905 | -2.8% | 0.57% | -5.9% |
| Q2 2021 | $740,000 | +4.5% | 7,105 | 0.0% | 0.61% | -6.9% |
| Q1 2021 | $708,000 | +13.6% | 7,105 | +1.4% | 0.66% | -7.9% |
| Q4 2020 | $623,000 | – | 7,005 | – | 0.71% | – |
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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% |