SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 921 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is 0.14 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,655,433 | -25.2% | 39,967 | -21.0% | 0.00% | -50.0% |
| Q2 2023 | $2,214,572 | -10.4% | 50,561 | -14.2% | 0.00% | 0.0% |
| Q1 2023 | $2,470,725 | -35.7% | 58,925 | -37.8% | 0.00% | -33.3% |
| Q4 2022 | $3,840,064 | -3.2% | 94,793 | -9.6% | 0.00% | 0.0% |
| Q3 2022 | $3,965,000 | +154.0% | 104,897 | +162.0% | 0.00% | +200.0% |
| Q2 2022 | $1,561,000 | +423.8% | 40,034 | +536.2% | 0.00% | – |
| Q1 2022 | $298,000 | -57.7% | 6,293 | -8.4% | 0.00% | – |
| Q4 2021 | $704,000 | -5.0% | 6,872 | -7.2% | 0.00% | -100.0% |
| Q3 2021 | $741,000 | -13.9% | 7,403 | -10.4% | 0.00% | 0.0% |
| Q2 2021 | $861,000 | -67.4% | 8,265 | -68.8% | 0.00% | -50.0% |
| Q1 2021 | $2,643,000 | +429.7% | 26,518 | +372.9% | 0.00% | – |
| Q4 2020 | $499,000 | +95.7% | 5,607 | +50.5% | 0.00% | – |
| Q3 2020 | $255,000 | -23.9% | 3,726 | -42.7% | 0.00% | – |
| Q1 2020 | $335,000 | – | 6,508 | – | 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% |