SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 850 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is 0.20 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,176,165 | -4.6% | 149,111 | +0.9% | 0.10% | -2.9% |
| Q2 2023 | $6,472,653 | +0.9% | 147,777 | -3.4% | 0.10% | -7.2% |
| Q1 2023 | $6,416,425 | +3.5% | 153,027 | +0.0% | 0.11% | -1.8% |
| Q4 2022 | $6,199,057 | +12.4% | 153,025 | +4.9% | 0.11% | -3.4% |
| Q3 2022 | $5,515,000 | -13.1% | 145,890 | -10.4% | 0.12% | -10.0% |
| Q2 2022 | $6,348,000 | +81.4% | 162,808 | +120.3% | 0.13% | +100.0% |
| Q1 2022 | $3,500,000 | -4.7% | 73,910 | +106.1% | 0.06% | -12.2% |
| Q4 2021 | $3,671,000 | – | 35,853 | – | 0.07% | – |
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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% |