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 | $17,396 | -11.5% | 420 | -6.5% | 0.00% | – |
| Q2 2023 | $19,666 | +4.5% | 449 | 0.0% | 0.00% | – |
| Q1 2023 | $18,827 | +10.7% | 449 | +6.9% | 0.00% | – |
| Q4 2022 | $17,014 | +6.3% | 420 | 0.0% | 0.00% | – |
| Q3 2022 | $16,000 | 0.0% | 420 | 0.0% | 0.00% | – |
| Q2 2022 | $16,000 | -20.0% | 420 | 0.0% | 0.00% | – |
| Q1 2022 | $20,000 | -9.1% | 420 | +100.0% | 0.00% | – |
| Q4 2021 | $22,000 | -99.8% | 210 | -99.8% | 0.00% | -100.0% |
| Q3 2021 | $11,134,000 | +50509.1% | 111,231 | +52867.1% | 0.00% | – |
| Q2 2021 | $22,000 | +4.8% | 210 | 0.0% | 0.00% | – |
| Q1 2021 | $21,000 | +10.5% | 210 | 0.0% | 0.00% | – |
| Q4 2020 | $19,000 | -5.0% | 210 | -30.0% | 0.00% | – |
| Q3 2020 | $20,000 | -87.2% | 300 | -87.0% | 0.00% | – |
| Q2 2020 | $156,000 | – | 2,300 | – | 0.00% | – |
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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% |