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 | $1,752,591 | -4.6% | 42,313 | +0.9% | 1.08% | -3.0% |
| Q2 2023 | $1,836,460 | +3.0% | 41,928 | -1.4% | 1.11% | +4.7% |
| Q1 2023 | $1,783,833 | +3.8% | 42,543 | +0.3% | 1.06% | -3.2% |
| Q4 2022 | $1,718,641 | +6.4% | 42,425 | -0.7% | 1.09% | -1.4% |
| Q3 2022 | $1,615,000 | -1.0% | 42,713 | +2.1% | 1.11% | -7.0% |
| Q2 2022 | $1,632,000 | -19.9% | 41,847 | -2.7% | 1.19% | -8.6% |
| Q1 2022 | $2,038,000 | -6.8% | 43,023 | +101.5% | 1.30% | +1.6% |
| Q4 2021 | $2,187,000 | – | 21,353 | – | 1.28% | – |
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% |