SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 932 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 | ||||
---|---|---|---|---|---|---|
Q2 2024 | $14 | -12.5% | 299 | -9.4% | 0.01% | -30.0% |
Q1 2024 | $16 | 0.0% | 330 | 0.0% | 0.01% | -9.1% |
Q4 2023 | $16 | +14.3% | 330 | 0.0% | 0.01% | +10.0% |
Q3 2023 | $14 | 0.0% | 330 | +6.5% | 0.01% | 0.0% |
Q2 2023 | $14 | +7.7% | 310 | 0.0% | 0.01% | -9.1% |
Q1 2023 | $13 | -35.0% | 310 | -37.4% | 0.01% | -38.9% |
Q4 2022 | $20 | -99.9% | 495 | +27.9% | 0.02% | +20.0% |
Q3 2022 | $15,000 | +25.0% | 387 | +24.8% | 0.02% | +36.4% |
Q2 2022 | $12,000 | -20.0% | 310 | 0.0% | 0.01% | -8.3% |
Q1 2022 | $15,000 | – | 310 | – | 0.01% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Strategic Financial Planning, Inc. | 301,624 | $12,647,105 | 11.56% |
MONEYWISE, INC. | 418,944 | $17,566,336 | 11.36% |
Financial Advisors, LLC | 934,943 | $39,202,142 | 9.93% |
RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 712,588 | $29,878,802 | 9.58% |
FIDELIS iM, LLC | 368,904 | $15,468,149 | 9.23% |
Mokosak Advisory Group, LLC | 470,550 | $19,731,715 | 8.41% |
Ascension Capital Advisors, Inc. | 241,825 | $10,139,725 | 7.83% |
MERIDIAN MANAGEMENT CO | 508,516 | $21,322,076 | 6.99% |
Marcum Wealth, LLC | 1,271,131 | $53,298,536 | 6.65% |
Waterford Advisors, LLC | 291,287 | $12,214 | 6.61% |