SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 865 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is 0.14 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,875,488 | -52.1% | 165,994 | -49.4% | 1.93% | -3.4% |
| Q2 2023 | $14,361,860 | +118.8% | 327,896 | +102.3% | 2.00% | +0.8% |
| Q1 2023 | $6,565,143 | 0.0% | 162,062 | 0.0% | 1.98% | 0.0% |
| Q4 2022 | $6,565,143 | +6.7% | 162,062 | -0.4% | 1.98% | -2.1% |
| Q3 2022 | $6,151,000 | -0.2% | 162,713 | +2.9% | 2.03% | +6.0% |
| Q2 2022 | $6,166,000 | -58.2% | 158,135 | -49.3% | 1.91% | -4.5% |
| Q1 2022 | $14,762,000 | +92.4% | 311,684 | +315.9% | 2.00% | -2.5% |
| Q4 2021 | $7,673,000 | +5.3% | 74,936 | +2.9% | 2.05% | +1.6% |
| Q3 2021 | $7,287,000 | – | 72,801 | – | 2.02% | – |
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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% |