SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 921 filers reported holding SCHWAB STRATEGIC TR in Q4 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 | $714,350 | +0.0% | 17,243 | +5.8% | 0.61% | +4.7% |
| Q2 2023 | $714,126 | +4.8% | 16,304 | +0.4% | 0.58% | -4.9% |
| Q1 2023 | $681,237 | +39.9% | 16,247 | +35.2% | 0.61% | +25.3% |
| Q4 2022 | $486,887 | +1181.3% | 12,019 | +1092.4% | 0.49% | -53.0% |
| Q3 2022 | $38,000 | -92.2% | 1,008 | -91.9% | 1.03% | +115.2% |
| Q2 2022 | $486,000 | -84.2% | 12,487 | -80.8% | 0.48% | -83.1% |
| Q1 2022 | $3,075,000 | -60.6% | 64,930 | -14.8% | 2.83% | -53.8% |
| Q4 2021 | $7,808,000 | – | 76,249 | – | 6.13% | – |
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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% |