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 | $862 | +257.7% | 20,800 | +278.2% | 0.00% | – |
| Q2 2023 | $241 | -100.0% | 5,500 | -62.8% | 0.00% | -100.0% |
| Q3 2022 | $559,000 | -21.3% | 14,800 | -18.7% | 0.00% | 0.0% |
| Q2 2022 | $710,000 | -65.2% | 18,200 | -57.8% | 0.00% | -50.0% |
| Q1 2022 | $2,041,000 | -1.5% | 43,100 | +108.2% | 0.00% | -33.3% |
| Q3 2021 | $2,072,000 | -23.8% | 20,700 | -20.7% | 0.00% | 0.0% |
| Q2 2021 | $2,719,000 | -17.1% | 26,100 | -20.7% | 0.00% | -25.0% |
| Q1 2021 | $3,279,000 | +203.9% | 32,900 | +108.2% | 0.00% | +300.0% |
| Q3 2020 | $1,079,000 | +232.0% | 15,800 | +150.8% | 0.00% | – |
| Q1 2020 | $325,000 | -51.4% | 6,300 | -34.4% | 0.00% | -100.0% |
| Q3 2019 | $669,000 | +212.6% | 9,600 | +220.0% | 0.00% | – |
| Q2 2019 | $214,000 | -70.0% | 3,000 | -70.6% | 0.00% | -100.0% |
| Q1 2019 | $713,000 | +202.1% | 10,200 | +229.0% | 0.00% | – |
| Q3 2018 | $236,000 | -88.8% | 3,100 | -89.5% | 0.00% | -100.0% |
| Q2 2018 | $2,106,000 | +89.2% | 29,600 | +83.9% | 0.00% | 0.0% |
| Q1 2018 | $1,113,000 | – | 16,100 | – | 0.00% | – |
Download | ||||||
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% |