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 | $114,443 | +0.0% | 2,763 | +5.8% | 0.01% | 0.0% |
| Q2 2023 | $114,405 | +68.6% | 2,612 | +61.4% | 0.01% | +80.0% |
| Q1 2023 | $67,842 | +353.9% | 1,618 | +338.5% | 0.01% | +400.0% |
| Q4 2022 | $14,948 | +49.5% | 369 | +44.1% | 0.00% | 0.0% |
| Q3 2022 | $10,000 | -75.6% | 256 | -75.5% | 0.00% | -66.7% |
| Q2 2022 | $41,000 | -60.6% | 1,043 | -52.5% | 0.00% | -62.5% |
| Q1 2022 | $104,000 | +79.3% | 2,195 | +288.5% | 0.01% | +166.7% |
| Q4 2021 | $58,000 | +45.0% | 565 | +42.0% | 0.00% | +50.0% |
| Q3 2021 | $40,000 | -62.6% | 398 | -61.3% | 0.00% | -71.4% |
| Q2 2021 | $107,000 | +12.6% | 1,028 | +8.3% | 0.01% | 0.0% |
| Q1 2021 | $95,000 | – | 949 | – | 0.01% | – |
| Q4 2020 | $0 | – | 0 | – | 0.00% | – |
| Q3 2020 | $0 | – | 0 | – | 0.00% | – |
| Q2 2020 | $0 | – | 0 | – | 0.00% | – |
| Q1 2020 | $0 | – | 0 | – | 0.00% | – |
| Q4 2019 | $0 | – | 0 | – | 0.00% | – |
| Q3 2019 | $0 | – | 0 | – | 0.00% | – |
| Q2 2019 | $0 | – | 0 | – | 0.00% | – |
| Q1 2019 | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
| Q4 2018 | $17,000 | +88.9% | 294 | +143.0% | 0.00% | -33.3% |
| Q3 2018 | $9,000 | – | 121 | – | 0.00% | – |
Download | ||||||
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% |