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 | $74,907 | -5.5% | 1,808 | -0.1% | 0.04% | -4.5% |
| Q2 2023 | $79,248 | +1.6% | 1,809 | -2.7% | 0.04% | -6.4% |
| Q1 2023 | $77,998 | +4.0% | 1,860 | 0.0% | 0.05% | -4.1% |
| Q4 2022 | $75,000 | -12.8% | 1,860 | -18.1% | 0.05% | -22.2% |
| Q3 2022 | $86,000 | -14.9% | 2,270 | -12.8% | 0.06% | -14.9% |
| Q2 2022 | $101,000 | -21.7% | 2,602 | -4.7% | 0.07% | -25.3% |
| Q1 2022 | $129,000 | -18.9% | 2,730 | +76.2% | 0.10% | -18.2% |
| Q4 2021 | $159,000 | – | 1,549 | – | 0.12% | – |
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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% |