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 | $95,477 | -12.0% | 2,305 | -6.9% | 0.09% | -10.1% |
Q2 2023 | $108,442 | -38.8% | 2,476 | -41.5% | 0.10% | -42.1% |
Q1 2023 | $177,301 | -0.5% | 4,229 | -3.8% | 0.17% | -2.3% |
Q4 2022 | $178,163 | -11.4% | 4,398 | -17.1% | 0.18% | -23.2% |
Q3 2022 | $201,000 | -13.4% | 5,308 | -10.9% | 0.23% | -8.8% |
Q2 2022 | $232,000 | -24.2% | 5,957 | -7.9% | 0.25% | -17.8% |
Q1 2022 | $306,000 | -8.9% | 6,468 | +97.3% | 0.30% | -5.9% |
Q4 2021 | $336,000 | – | 3,278 | – | 0.32% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Strategic Financial Planning, Inc. | 301,624 | $12,647,105 | 11.56% |
MONEYWISE, INC. | 418,944 | $17,566,336 | 11.36% |
Financial Advisors, LLC | 934,943 | $39,202,142 | 9.93% |
RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 712,588 | $29,878,802 | 9.58% |
FIDELIS iM, LLC | 368,904 | $15,468,149 | 9.23% |
Mokosak Advisory Group, LLC | 470,550 | $19,731,715 | 8.41% |
Ascension Capital Advisors, Inc. | 241,825 | $10,139,725 | 7.83% |
MERIDIAN MANAGEMENT CO | 508,516 | $21,322,076 | 6.99% |
Marcum Wealth, LLC | 1,271,131 | $53,298,536 | 6.65% |
Waterford Advisors, LLC | 291,287 | $12,214 | 6.61% |