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 | ||||
---|---|---|---|---|---|---|
Q4 2022 | $9,884 | -10.1% | 244 | -19.7% | 0.00% | – |
Q3 2022 | $11,000 | -15.4% | 304 | -15.1% | 0.00% | – |
Q2 2022 | $13,000 | -23.5% | 358 | -0.6% | 0.00% | – |
Q1 2022 | $17,000 | 0.0% | 360 | +110.5% | 0.00% | – |
Q4 2021 | $17,000 | +30.8% | 171 | +31.5% | 0.00% | – |
Q2 2021 | $13,000 | -65.8% | 130 | -66.1% | 0.00% | – |
Q1 2021 | $38,000 | – | 383 | +6283.3% | 0.00% | – |
Q1 2017 | $0 | – | 6 | – | 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% |