SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 829 filers reported holding SCHWAB STRATEGIC TR in Q2 2021. The put-call ratio across all filers is 0.25 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $546,199 | +5.7% | 13,187 | +11.8% | 0.06% | +7.5% |
| Q2 2023 | $516,787 | +52.7% | 11,799 | -47.8% | 0.05% | +178.9% |
| Q1 2023 | $338,478 | -76.2% | 22,607 | -35.6% | 0.02% | -70.3% |
| Q4 2022 | $1,422,595 | +171.5% | 35,117 | +153.2% | 0.06% | +106.5% |
| Q3 2022 | $524,000 | -7.1% | 13,869 | -2.9% | 0.03% | -38.0% |
| Q2 2022 | $564,000 | -60.6% | 14,290 | -52.7% | 0.05% | -38.3% |
| Q1 2022 | $1,432,000 | +4.4% | 30,234 | +125.9% | 0.08% | -30.2% |
| Q4 2021 | $1,371,000 | +92.3% | 13,385 | +87.1% | 0.12% | +103.5% |
| Q1 2021 | $713,000 | 0.0% | 7,153 | -10.7% | 0.06% | -13.6% |
| Q4 2020 | $713,000 | – | 8,010 | – | 0.07% | – |
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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% |