SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 937 filers reported holding SCHWAB STRATEGIC TR in Q2 2023. The put-call ratio across all filers is 0.21 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $963,226 | -10.9% | 23,255 | -5.8% | 1.00% | -6.2% |
| Q2 2023 | $1,081,356 | +0.7% | 24,689 | -3.6% | 1.07% | -1.7% |
| Q1 2023 | $1,073,586 | +6.2% | 25,604 | +2.6% | 1.09% | +2.9% |
| Q4 2022 | $1,011,259 | +12.1% | 24,963 | +5.8% | 1.06% | +5.0% |
| Q3 2022 | $902,000 | -1.2% | 23,600 | +0.7% | 1.01% | +3.6% |
| Q2 2022 | $913,000 | -18.6% | 23,430 | -1.0% | 0.97% | -4.8% |
| Q1 2022 | $1,121,000 | -4.0% | 23,670 | +107.6% | 1.02% | -2.1% |
| Q4 2021 | $1,168,000 | – | 11,400 | – | 1.04% | – |
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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% |