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 | $465,576 | -6.5% | 11,240 | -1.2% | 0.16% | -4.1% |
| Q2 2023 | $498,109 | +1.5% | 11,372 | -2.8% | 0.17% | -3.9% |
| Q1 2023 | $490,554 | +4.1% | 11,699 | +0.6% | 0.18% | -2.7% |
| Q4 2022 | $471,308 | +10.6% | 11,634 | +3.3% | 0.18% | +8.9% |
| Q3 2022 | $426,000 | -10.9% | 11,266 | -8.1% | 0.17% | -7.7% |
| Q2 2022 | $478,000 | -21.5% | 12,255 | -4.8% | 0.18% | -13.3% |
| Q1 2022 | $609,000 | -26.5% | 12,867 | +58.9% | 0.21% | -23.6% |
| Q4 2021 | $829,000 | -6.0% | 8,100 | -8.0% | 0.28% | -11.0% |
| Q3 2021 | $882,000 | -9.0% | 8,807 | -4.7% | 0.31% | -9.1% |
| Q2 2021 | $969,000 | -8.1% | 9,238 | -12.7% | 0.34% | -14.6% |
| Q1 2021 | $1,054,000 | – | 10,578 | – | 0.40% | – |
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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% |