SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 920 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is 0.68 and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $853,271 | -4.5% | 20,600 | +1.0% | 0.81% | +0.7% |
Q2 2023 | $893,427 | +3.0% | 20,398 | -1.4% | 0.80% | -3.5% |
Q1 2023 | $867,761 | +3.5% | 20,695 | +0.0% | 0.83% | -2.9% |
Q4 2022 | $838,280 | +13.6% | 20,693 | +6.0% | 0.86% | 0.0% |
Q3 2022 | $738,000 | -1.9% | 19,526 | +1.2% | 0.86% | +4.0% |
Q2 2022 | $752,000 | -20.7% | 19,287 | -3.6% | 0.83% | -3.8% |
Q1 2022 | $948,000 | -5.6% | 20,015 | +104.1% | 0.86% | -5.0% |
Q4 2021 | $1,004,000 | – | 9,807 | – | 0.90% | – |
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% |