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 | $373 | -5.3% | 9 | 0.0% | 0.00% | – |
| Q2 2023 | $394 | -99.9% | 9 | -99.9% | 0.00% | – |
| Q1 2023 | $338,373 | -32.0% | 8,070 | -34.3% | 0.00% | – |
| Q4 2022 | $497,685 | +5.0% | 12,286 | -2.2% | 0.00% | – |
| Q3 2022 | $474,000 | -28.5% | 12,556 | -26.2% | 0.00% | – |
| Q2 2022 | $663,000 | -25.2% | 17,003 | -9.1% | 0.00% | – |
| Q1 2022 | $886,000 | -1.2% | 18,704 | +113.5% | 0.00% | – |
| Q4 2021 | $897,000 | -5.5% | 8,761 | -7.6% | 0.00% | – |
| Q3 2021 | $949,000 | -6.3% | 9,477 | -2.5% | 0.00% | – |
| Q2 2021 | $1,013,000 | -1.1% | 9,722 | -5.4% | 0.00% | – |
| Q1 2021 | $1,024,000 | +2.3% | 10,281 | -8.6% | 0.00% | – |
| Q4 2020 | $1,001,000 | +24.0% | 11,246 | -4.8% | 0.00% | – |
| Q3 2020 | $807,000 | -0.1% | 11,819 | -4.5% | 0.00% | – |
| Q2 2020 | $808,000 | -21.6% | 12,373 | -38.1% | 0.00% | – |
| Q1 2020 | $1,030,000 | -15.6% | 19,991 | +23.9% | 0.00% | – |
| Q4 2019 | $1,221,000 | +0.9% | 16,139 | -7.0% | 0.00% | – |
| Q3 2019 | $1,210,000 | -12.5% | 17,356 | -10.3% | 0.00% | – |
| Q2 2019 | $1,383,000 | +3.1% | 19,342 | +0.8% | 0.00% | – |
| Q1 2019 | $1,342,000 | +2.4% | 19,194 | -11.2% | 0.00% | – |
| Q4 2018 | $1,311,000 | -29.2% | 21,611 | -11.1% | 0.00% | – |
| Q3 2018 | $1,852,000 | -0.6% | 24,315 | -4.0% | 0.00% | – |
| Q2 2018 | $1,863,000 | +2.0% | 25,327 | -4.1% | 0.00% | – |
| Q1 2018 | $1,827,000 | +6.7% | 26,423 | +7.7% | 0.00% | – |
| Q4 2017 | $1,712,000 | +1.1% | 24,545 | -2.4% | 0.00% | – |
| Q3 2017 | $1,694,000 | -7.3% | 25,147 | -12.0% | 0.00% | – |
| Q2 2017 | $1,827,000 | -3.0% | 28,585 | -4.4% | 0.00% | – |
| Q1 2017 | $1,884,000 | +6.4% | 29,913 | +3.9% | 0.00% | -100.0% |
| Q4 2016 | $1,771,000 | +1.8% | 28,803 | -4.7% | 0.00% | +50.0% |
| Q3 2016 | $1,740,000 | +6.2% | 30,227 | -0.3% | 0.00% | 0.0% |
| Q2 2016 | $1,639,000 | -0.5% | 30,329 | -4.2% | 0.00% | -33.3% |
| Q1 2016 | $1,647,000 | +23.6% | 31,649 | +23.8% | 0.00% | +50.0% |
| Q4 2015 | $1,332,000 | – | 25,571 | – | 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% |