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 | $1,077,989 | -7.2% | 26,026 | -1.8% | 0.05% | -6.9% |
Q2 2023 | $1,161,255 | +6.1% | 26,513 | +1.6% | 0.06% | -3.3% |
Q1 2023 | $1,094,583 | -6.7% | 26,105 | -9.9% | 0.06% | -16.7% |
Q4 2022 | $1,173,407 | -21.1% | 28,966 | -24.0% | 0.07% | -28.0% |
Q3 2022 | $1,487,000 | 0.0% | 38,128 | 0.0% | 0.10% | 0.0% |
Q2 2022 | $1,487,000 | -59.4% | 38,128 | +6.6% | 0.10% | -54.1% |
Q4 2021 | $3,662,000 | -67.3% | 35,761 | -68.0% | 0.22% | -38.9% |
Q3 2021 | $11,186,000 | -4.7% | 111,744 | -0.9% | 0.36% | -4.5% |
Q2 2021 | $11,742,000 | +26.9% | 112,710 | +21.4% | 0.37% | +12.3% |
Q1 2021 | $9,250,000 | – | 92,810 | – | 0.33% | – |
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% |