SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 932 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is 0.47 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $231,863 | -6.3% | 5,598 | -0.9% | 0.09% | -4.3% |
| Q2 2023 | $247,441 | +4.2% | 5,649 | -0.2% | 0.09% | -5.2% |
| Q1 2023 | $237,405 | +3.8% | 5,662 | +0.3% | 0.10% | -3.0% |
| Q4 2022 | $228,662 | +7.4% | 5,645 | +0.0% | 0.10% | -1.0% |
| Q3 2022 | $213,000 | -3.2% | 5,643 | +0.0% | 0.10% | +3.1% |
| Q2 2022 | $220,000 | -38.4% | 5,641 | -25.3% | 0.10% | -31.0% |
| Q1 2022 | $357,000 | -46.1% | 7,547 | +16.7% | 0.14% | -47.2% |
| Q4 2021 | $662,000 | – | 6,465 | – | 0.27% | – |
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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% |