SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 865 filers reported holding SCHWAB STRATEGIC TR in Q2 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 | $1,803,841 | -9.8% | 43,550 | -4.6% | 0.02% | 0.0% |
| Q2 2023 | $2,000,434 | +112727.6% | 45,673 | +8.0% | 0.02% | +10.5% |
| Q1 2023 | $1,773 | +2.2% | 42,304 | -1.2% | 0.02% | 0.0% |
| Q4 2022 | $1,735 | -99.9% | 42,837 | -0.0% | 0.02% | 0.0% |
| Q3 2022 | $1,619,000 | -18.3% | 42,838 | -15.7% | 0.02% | -13.6% |
| Q2 2022 | $1,981,000 | -17.7% | 50,845 | +0.0% | 0.02% | -4.3% |
| Q1 2022 | $2,408,000 | -51.9% | 50,828 | +1.7% | 0.02% | -4.2% |
| Q3 2021 | $5,002,000 | +81.2% | 49,962 | +88.5% | 0.02% | -11.1% |
| Q2 2021 | $2,761,000 | +2.8% | 26,508 | -1.6% | 0.03% | 0.0% |
| Q1 2021 | $2,685,000 | +16.9% | 26,929 | +4.4% | 0.03% | +3.8% |
| Q4 2020 | $2,296,000 | +40.4% | 25,788 | +7.7% | 0.03% | +18.2% |
| Q3 2020 | $1,635,000 | +4.8% | 23,950 | +0.3% | 0.02% | -15.4% |
| Q2 2020 | $1,560,000 | -2.7% | 23,887 | -23.2% | 0.03% | -21.2% |
| Q1 2020 | $1,604,000 | -34.5% | 31,084 | -4.0% | 0.03% | -13.2% |
| Q4 2019 | $2,450,000 | +3.6% | 32,389 | -4.5% | 0.04% | +2.7% |
| Q3 2019 | $2,365,000 | -3.6% | 33,905 | -1.2% | 0.04% | 0.0% |
| Q2 2019 | $2,453,000 | +2.1% | 34,307 | -0.2% | 0.04% | 0.0% |
| Q1 2019 | $2,403,000 | -6.7% | 34,375 | -19.0% | 0.04% | -15.9% |
| Q4 2018 | $2,576,000 | -21.2% | 42,451 | -1.1% | 0.04% | -8.3% |
| Q3 2018 | $3,268,000 | +3.9% | 42,902 | +0.4% | 0.05% | 0.0% |
| Q2 2018 | $3,145,000 | – | 42,742 | – | 0.05% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| MONEYWISE, INC. | 429,490 | $20,341,000 | 13.40% |
| Strategic Financial Planning, Inc. | 293,115 | $13,882,000 | 11.54% |
| Financial Advisors, LLC | 766,284 | $36,291,000 | 11.33% |
| Ascension Capital Advisors, Inc. | 250,304 | $11,854,000 | 9.55% |
| RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 508,673 | $24,091,000 | 8.72% |
| FIDELIS iM, LLC | 304,946 | $14,442,000 | 8.49% |
| Mokosak Advisory Group, LLC | 432,932 | $20,505,000 | 8.31% |
| Marcum Wealth, LLC | 1,187,645 | $56,247,000 | 7.76% |
| MARSHALL FINANCIAL GROUP INC /ADV | 375,734 | $17,795,000 | 7.10% |
| Charles Schwab Investment Advisory, Inc. | 93,500,710 | $4,428,193,000 | 7.04% |