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 | $2,293,384 | +0.7% | 55,369 | +6.5% | 0.22% | -32.3% |
| Q2 2023 | $2,277,513 | -2.6% | 51,998 | -6.7% | 0.32% | -5.0% |
| Q1 2023 | $2,337,765 | -9.4% | 55,754 | -12.4% | 0.34% | -9.0% |
| Q4 2022 | $2,579,069 | -21.6% | 63,665 | -26.8% | 0.38% | -30.0% |
| Q3 2022 | $3,289,000 | -1.9% | 87,009 | +1.2% | 0.54% | +4.9% |
| Q2 2022 | $3,351,000 | +7.5% | 85,938 | +30.6% | 0.51% | +22.8% |
| Q1 2022 | $3,116,000 | +103.0% | 65,802 | +339.0% | 0.42% | +111.7% |
| Q4 2021 | $1,535,000 | -5.1% | 14,990 | -7.2% | 0.20% | -12.4% |
| Q3 2021 | $1,618,000 | -5.9% | 16,155 | -2.1% | 0.22% | -4.7% |
| Q2 2021 | $1,719,000 | +3.1% | 16,500 | -1.4% | 0.24% | -1.7% |
| Q1 2021 | $1,668,000 | +0.1% | 16,735 | -10.6% | 0.24% | -5.1% |
| Q4 2020 | $1,666,000 | +27.2% | 18,715 | -2.3% | 0.25% | +16.1% |
| Q3 2020 | $1,310,000 | +203.9% | 19,165 | +190.6% | 0.22% | +183.1% |
| Q2 2020 | $431,000 | +35.1% | 6,595 | +6.5% | 0.08% | +18.5% |
| Q1 2020 | $319,000 | -27.8% | 6,190 | +5.8% | 0.06% | -7.1% |
| Q4 2019 | $442,000 | +2.3% | 5,850 | -5.5% | 0.07% | -7.9% |
| Q3 2019 | $432,000 | – | 6,190 | – | 0.08% | – |
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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% |