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 | $1,430,827 | -3.5% | 34,975 | +3.3% | 0.26% | -3.0% |
| Q2 2023 | $1,482,461 | +12.2% | 33,845 | +7.4% | 0.26% | +2.3% |
| Q1 2023 | $1,320,981 | +5.5% | 31,504 | +1.9% | 0.26% | -3.4% |
| Q4 2022 | $1,252,454 | +26.4% | 30,918 | +17.7% | 0.27% | +12.7% |
| Q3 2022 | $991,000 | +21.0% | 26,265 | +25.0% | 0.24% | +21.0% |
| Q2 2022 | $819,000 | -16.0% | 21,018 | +2.3% | 0.20% | 0.0% |
| Q1 2022 | $975,000 | -3.2% | 20,546 | +107.9% | 0.20% | -3.5% |
| Q4 2021 | $1,007,000 | +5.3% | 9,881 | +3.1% | 0.20% | -31.8% |
| Q3 2021 | $956,000 | -6.2% | 9,584 | -2.1% | 0.30% | -1.7% |
| Q2 2021 | $1,019,000 | +26.3% | 9,793 | +8.0% | 0.30% | -5.0% |
| Q4 2020 | $807,000 | +37.7% | 9,070 | +6.7% | 0.32% | +3.3% |
| Q3 2020 | $586,000 | -11.9% | 8,503 | -16.6% | 0.31% | -33.7% |
| Q2 2020 | $665,000 | +27.2% | 10,190 | -0.1% | 0.46% | -10.4% |
| Q1 2020 | $523,000 | -24.1% | 10,200 | +11.4% | 0.52% | -10.6% |
| Q4 2019 | $689,000 | – | 9,155 | – | 0.58% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Strategic Financial Planning, Inc. | 301,624 | $12,647,105 | 11.56% |
| MONEYWISE, INC. | 418,944 | $17,566,336 | 11.36% |
| Financial Advisors, LLC | 934,943 | $39,202,142 | 9.93% |
| RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 712,588 | $29,878,802 | 9.58% |
| FIDELIS iM, LLC | 368,904 | $15,468,149 | 9.23% |
| Mokosak Advisory Group, LLC | 470,550 | $19,731,715 | 8.41% |
| Ascension Capital Advisors, Inc. | 241,825 | $10,139,725 | 7.83% |
| MERIDIAN MANAGEMENT CO | 508,516 | $21,322,076 | 6.99% |
| Marcum Wealth, LLC | 1,271,131 | $53,298,536 | 6.65% |
| Waterford Advisors, LLC | 291,287 | $12,214 | 6.61% |