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 | $204,449 | -5.4% | 4,936 | 0.0% | 0.12% | -3.8% |
| Q2 2023 | $216,197 | +4.5% | 4,936 | 0.0% | 0.13% | -3.7% |
| Q1 2023 | $206,966 | +1.7% | 4,936 | -1.8% | 0.14% | -4.9% |
| Q4 2022 | $203,603 | -14.1% | 5,026 | +0.6% | 0.14% | -1.4% |
| Q1 2022 | $237,000 | -7.4% | 4,996 | +100.0% | 0.14% | -5.3% |
| Q4 2021 | $256,000 | +2.8% | 2,498 | +0.6% | 0.15% | -4.4% |
| Q3 2021 | $249,000 | -3.9% | 2,483 | 0.0% | 0.16% | -3.0% |
| Q2 2021 | $259,000 | -36.5% | 2,483 | -39.4% | 0.16% | -40.8% |
| Q1 2021 | $408,000 | -2.4% | 4,096 | -12.8% | 0.28% | -8.6% |
| Q4 2020 | $418,000 | – | 4,696 | – | 0.30% | – |
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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% |