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 | $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. | 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% |