SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 865 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is 0.14 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,429,157 | -10.5% | 34,504 | -5.3% | 0.48% | -8.7% |
| Q2 2023 | $1,596,450 | +2.5% | 36,436 | -2.0% | 0.53% | -4.0% |
| Q1 2023 | $1,558,262 | -12.0% | 37,164 | -15.0% | 0.55% | -13.0% |
| Q4 2022 | $1,771,557 | +7.8% | 43,731 | +2.1% | 0.63% | -2.2% |
| Q3 2022 | $1,644,000 | +16.6% | 42,826 | +18.4% | 0.64% | +12.2% |
| Q2 2022 | $1,410,000 | -53.9% | 36,168 | -42.3% | 0.57% | -42.3% |
| Q1 2022 | $3,058,000 | +0.0% | 62,632 | +93.9% | 1.00% | -7.3% |
| Q4 2021 | $3,057,000 | – | 32,300 | – | 1.07% | – |
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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% |