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 | $3,587,568 | -3.9% | 86,614 | +1.7% | 0.40% | -1.2% |
| Q2 2023 | $3,731,531 | +10.1% | 85,195 | +5.4% | 0.41% | +4.6% |
| Q1 2023 | $3,388,445 | +3.0% | 80,812 | -0.5% | 0.39% | -10.2% |
| Q4 2022 | $3,290,159 | +10.7% | 81,218 | +3.3% | 0.43% | +0.7% |
| Q3 2022 | $2,973,000 | +1.7% | 78,648 | +4.9% | 0.43% | +7.0% |
| Q2 2022 | $2,922,000 | -25.8% | 74,942 | +94.9% | 0.40% | -6.3% |
| Q4 2021 | $3,937,000 | +3.7% | 38,443 | +1.4% | 0.43% | -17.7% |
| Q3 2021 | $3,795,000 | +37.5% | 37,915 | -1.6% | 0.52% | -29.9% |
| Q2 2019 | $2,761,000 | +339.6% | 38,512 | +366.8% | 0.74% | +241.9% |
| Q3 2018 | $628,000 | – | 8,250 | – | 0.22% | – |
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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% |