SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 850 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is 0.20 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $877,524 | -5.4% | 21,186 | 0.0% | 0.11% | -1.7% |
| Q2 2023 | $927,947 | -0.3% | 21,186 | -4.6% | 0.12% | -5.7% |
| Q1 2023 | $930,972 | +3.5% | 22,203 | 0.0% | 0.12% | -2.4% |
| Q4 2022 | $899,444 | +7.2% | 22,203 | 0.0% | 0.13% | -7.4% |
| Q3 2022 | $839,000 | -4.2% | 22,203 | -1.2% | 0.14% | 0.0% |
| Q2 2022 | $876,000 | -10.4% | 22,463 | +8.7% | 0.14% | -0.7% |
| Q1 2022 | $978,000 | -7.6% | 20,660 | +100.0% | 0.14% | -8.7% |
| Q4 2021 | $1,058,000 | +2.3% | 10,330 | 0.0% | 0.15% | -6.8% |
| Q3 2021 | $1,034,000 | -3.9% | 10,330 | 0.0% | 0.16% | -4.7% |
| Q2 2021 | $1,076,000 | +4.5% | 10,330 | 0.0% | 0.17% | +0.6% |
| Q1 2021 | $1,030,000 | +12.1% | 10,330 | 0.0% | 0.17% | +2.4% |
| Q4 2020 | $919,000 | +30.2% | 10,330 | 0.0% | 0.16% | +23.3% |
| Q3 2020 | $706,000 | -0.1% | 10,330 | -4.5% | 0.13% | -7.6% |
| Q2 2020 | $707,000 | – | 10,820 | – | 0.14% | – |
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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% |