SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 937 filers reported holding SCHWAB STRATEGIC TR in Q2 2023. The put-call ratio across all filers is 0.21 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $208,694 | -5.1% | 5,038 | +0.4% | 0.01% | -16.7% |
| Q2 2023 | $219,867 | +4.8% | 5,020 | +0.4% | 0.01% | 0.0% |
| Q1 2023 | $209,740 | +3.9% | 5,002 | +0.3% | 0.01% | 0.0% |
| Q4 2022 | $201,947 | +8.0% | 4,985 | +0.5% | 0.01% | -14.3% |
| Q3 2022 | $187,000 | -3.1% | 4,960 | +0.3% | 0.01% | 0.0% |
| Q2 2022 | $193,000 | -17.2% | 4,943 | +0.4% | 0.01% | 0.0% |
| Q1 2022 | $233,000 | -7.5% | 4,925 | +100.3% | 0.01% | -12.5% |
| Q4 2021 | $252,000 | +2.9% | 2,459 | +0.5% | 0.01% | -11.1% |
| Q3 2021 | $245,000 | -3.5% | 2,447 | +0.3% | 0.01% | -10.0% |
| Q2 2021 | $254,000 | +17.6% | 2,440 | +0.4% | 0.01% | 0.0% |
| Q1 2021 | $216,000 | +30.9% | 2,430 | +0.4% | 0.01% | +25.0% |
| Q4 2020 | $165,000 | 0.0% | 2,421 | 0.0% | 0.01% | -11.1% |
| Q3 2020 | $165,000 | +4.4% | 2,421 | +0.4% | 0.01% | 0.0% |
| Q2 2020 | $158,000 | +27.4% | 2,411 | +0.2% | 0.01% | 0.0% |
| Q1 2020 | $124,000 | -31.5% | 2,407 | +0.5% | 0.01% | -18.2% |
| Q4 2019 | $181,000 | +9.0% | 2,396 | +1.2% | 0.01% | -15.4% |
| Q1 2019 | $166,000 | – | 2,367 | – | 0.01% | – |
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% |