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 | $4,346,160 | +87.6% | 104,929 | +98.4% | 4.52% | +75.6% |
Q2 2023 | $2,316,188 | +5.8% | 52,881 | +1.3% | 2.58% | +3.5% |
Q1 2023 | $2,189,585 | +3.7% | 52,220 | +0.2% | 2.49% | -0.4% |
Q4 2022 | $2,111,989 | -1.7% | 52,135 | -5.9% | 2.50% | -10.6% |
Q3 2022 | $2,149,000 | +3.6% | 55,427 | +4.1% | 2.79% | +16.3% |
Q2 2022 | $2,075,000 | -21.3% | 53,220 | -3.3% | 2.40% | -12.0% |
Q1 2022 | $2,635,000 | -9.0% | 55,058 | +95.6% | 2.73% | -5.6% |
Q4 2021 | $2,896,000 | – | 28,142 | – | 2.89% | – |
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% |