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 | $208,012 | +94450.9% | 5,022 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $220 | +1.9% | 5,022 | -2.4% | 0.01% | -9.1% |
| Q1 2023 | $216 | +3.3% | 5,148 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $209 | -99.9% | 5,148 | -28.4% | 0.01% | -35.3% |
| Q1 2022 | $340,000 | -20.2% | 7,187 | +72.8% | 0.02% | -22.7% |
| Q4 2021 | $426,000 | +21.7% | 4,160 | +19.1% | 0.02% | +10.0% |
| Q3 2021 | $350,000 | +0.3% | 3,494 | -47.8% | 0.02% | -69.2% |
| Q1 2016 | $349,000 | -84.8% | 6,697 | -84.8% | 0.06% | -86.6% |
| Q4 2015 | $2,299,000 | -8.0% | 44,130 | -10.3% | 0.48% | -20.9% |
| Q3 2015 | $2,499,000 | -28.8% | 49,193 | -19.4% | 0.61% | -24.3% |
| Q2 2015 | $3,508,000 | +6.2% | 61,023 | +6.4% | 0.81% | +5.1% |
| Q1 2015 | $3,302,000 | +51.3% | 57,352 | +44.8% | 0.77% | +35.5% |
| Q4 2014 | $2,183,000 | +31.3% | 39,610 | +22.4% | 0.57% | +23.2% |
| Q3 2014 | $1,663,000 | +39.0% | 32,353 | +48.2% | 0.46% | +37.1% |
| Q2 2014 | $1,196,000 | +140.2% | 21,824 | +134.9% | 0.34% | +121.7% |
| Q1 2014 | $498,000 | +69.4% | 9,291 | +65.9% | 0.15% | +74.7% |
| Q4 2013 | $294,000 | +44.8% | 5,601 | +33.2% | 0.09% | +31.8% |
| Q3 2013 | $203,000 | – | 4,205 | – | 0.07% | – |
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% |