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 | $423,784 | -7.5% | 10,231 | -2.2% | 0.21% | -2.3% |
| Q2 2023 | $458,345 | +4.5% | 10,464 | +0.0% | 0.22% | -3.5% |
| Q1 2023 | $438,701 | +3.7% | 10,463 | +0.2% | 0.23% | +7.1% |
| Q4 2022 | $423,087 | +7.1% | 10,444 | +0.0% | 0.21% | -4.5% |
| Q3 2022 | $395,000 | -5.5% | 10,442 | -2.6% | 0.22% | +2.8% |
| Q2 2022 | $418,000 | -15.4% | 10,722 | +2.7% | 0.22% | -10.4% |
| Q1 2022 | $494,000 | -10.8% | 10,438 | +92.8% | 0.24% | -9.1% |
| Q4 2021 | $554,000 | +2.2% | 5,415 | +0.1% | 0.26% | -8.0% |
| Q3 2021 | $542,000 | -3.9% | 5,412 | +0.0% | 0.29% | -8.0% |
| Q2 2021 | $564,000 | +2.0% | 5,411 | -2.6% | 0.31% | -8.5% |
| Q1 2021 | $553,000 | +15.0% | 5,553 | +2.7% | 0.34% | +6.9% |
| Q4 2020 | $481,000 | +32.5% | 5,409 | +1.9% | 0.32% | +8.5% |
| Q3 2020 | $363,000 | -22.8% | 5,309 | -26.2% | 0.30% | -22.2% |
| Q2 2020 | $470,000 | +26.3% | 7,192 | -0.3% | 0.38% | -0.5% |
| Q1 2020 | $372,000 | -31.7% | 7,212 | +0.1% | 0.38% | -13.4% |
| Q4 2019 | $545,000 | – | 7,202 | – | 0.44% | – |
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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% |