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 | $377,351 | -5.2% | 9,110 | +0.3% | 0.06% | -5.9% |
| Q2 2023 | $397,847 | +8.9% | 9,083 | +4.3% | 0.07% | +6.2% |
| Q1 2023 | $365,183 | +6.5% | 8,709 | +2.9% | 0.06% | -3.0% |
| Q4 2022 | $342,771 | +8.8% | 8,461 | +1.5% | 0.07% | +11.9% |
| Q3 2022 | $315,000 | -6.0% | 8,340 | -3.0% | 0.06% | -3.3% |
| Q2 2022 | $335,000 | +39.6% | 8,601 | +69.6% | 0.06% | -41.3% |
| Q1 2022 | $240,000 | -7.3% | 5,072 | +100.3% | 0.10% | -6.3% |
| Q4 2021 | $259,000 | – | 2,532 | – | 0.11% | – |
Download | ||||||
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% |