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 | $2,672,957 | -5.3% | 64,533 | +0.1% | 2.52% | -0.4% |
| Q2 2023 | $2,823,917 | +4.4% | 64,473 | -0.1% | 2.53% | +3.8% |
| Q1 2023 | $2,704,946 | +3.7% | 64,511 | +0.2% | 2.44% | +2.9% |
| Q4 2022 | $2,608,479 | +6.6% | 64,391 | -0.5% | 2.37% | -1.2% |
| Q3 2022 | $2,447,000 | -0.7% | 64,730 | +2.4% | 2.40% | +7.0% |
| Q2 2022 | $2,465,000 | -16.4% | 63,215 | +1.6% | 2.24% | -0.7% |
| Q1 2022 | $2,948,000 | -5.5% | 62,240 | +104.2% | 2.26% | -1.5% |
| Q4 2021 | $3,121,000 | +5.9% | 30,481 | +3.6% | 2.29% | -1.2% |
| Q3 2021 | $2,947,000 | -1.5% | 29,436 | +2.5% | 2.32% | +1.0% |
| Q2 2021 | $2,992,000 | +5.5% | 28,716 | +0.9% | 2.29% | -1.8% |
| Q1 2021 | $2,837,000 | +19.8% | 28,466 | +7.0% | 2.34% | +2.2% |
| Q4 2020 | $2,368,000 | – | 26,605 | – | 2.29% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Strategic Financial Planning, Inc. | 301,624 | $12,647,105 | 11.56% |
| MONEYWISE, INC. | 418,944 | $17,566,336 | 11.36% |
| Financial Advisors, LLC | 934,943 | $39,202,142 | 9.93% |
| RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 712,588 | $29,878,802 | 9.58% |
| FIDELIS iM, LLC | 368,904 | $15,468,149 | 9.23% |
| Mokosak Advisory Group, LLC | 470,550 | $19,731,715 | 8.41% |
| Ascension Capital Advisors, Inc. | 241,825 | $10,139,725 | 7.83% |
| MERIDIAN MANAGEMENT CO | 508,516 | $21,322,076 | 6.99% |
| Marcum Wealth, LLC | 1,271,131 | $53,298,536 | 6.65% |
| Waterford Advisors, LLC | 291,287 | $12,214 | 6.61% |