SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 827 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is 0.56 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,888,254 | -3.2% | 142,160 | +2.4% | 1.32% | -2.3% |
| Q2 2023 | $6,083,534 | +19.3% | 138,893 | +14.2% | 1.35% | +13.2% |
| Q1 2023 | $5,100,675 | +3.0% | 121,647 | -0.5% | 1.19% | -3.2% |
| Q4 2022 | $4,952,498 | +15.7% | 122,254 | +7.9% | 1.23% | -7.3% |
| Q3 2022 | $4,282,000 | +15.1% | 113,269 | +18.7% | 1.33% | +16.6% |
| Q2 2022 | $3,719,000 | -30.1% | 95,396 | +83.5% | 1.14% | -21.9% |
| Q4 2021 | $5,324,000 | -2.9% | 51,990 | -5.1% | 1.46% | -10.0% |
| Q3 2021 | $5,484,000 | – | 54,781 | – | 1.62% | – |
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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% |