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 | $301,538 | -5.4% | 7,280 | 0.0% | 0.04% | -21.2% |
| Q2 2023 | $318,864 | +3.6% | 7,280 | -0.8% | 0.05% | -3.7% |
| Q1 2023 | $307,766 | -5.0% | 7,340 | -8.2% | 0.05% | -5.3% |
| Q4 2022 | $324,080 | +7.3% | 8,000 | 0.0% | 0.06% | +1.8% |
| Q3 2022 | $302,000 | -3.2% | 8,000 | 0.0% | 0.06% | +3.7% |
| Q2 2022 | $312,000 | -17.7% | 8,000 | 0.0% | 0.05% | -1.8% |
| Q1 2022 | $379,000 | -12.9% | 8,000 | +88.2% | 0.06% | -6.8% |
| Q4 2021 | $435,000 | +2.4% | 4,250 | 0.0% | 0.06% | -6.3% |
| Q3 2021 | $425,000 | -4.1% | 4,250 | 0.0% | 0.06% | -4.5% |
| Q2 2021 | $443,000 | +4.5% | 4,250 | 0.0% | 0.07% | -1.5% |
| Q1 2021 | $424,000 | +12.2% | 4,250 | 0.0% | 0.07% | +6.3% |
| Q4 2020 | $378,000 | +16.3% | 4,250 | -10.5% | 0.06% | +3.3% |
| Q3 2020 | $325,000 | +4.8% | 4,750 | 0.0% | 0.06% | -4.7% |
| Q2 2020 | $310,000 | +10.7% | 4,750 | -12.6% | 0.06% | -3.0% |
| Q1 2020 | $280,000 | -32.0% | 5,432 | -0.4% | 0.07% | -14.3% |
| Q4 2019 | $412,000 | +28.8% | 5,452 | +18.9% | 0.08% | +20.3% |
| Q3 2019 | $320,000 | -2.4% | 4,587 | 0.0% | 0.06% | -4.5% |
| Q2 2019 | $328,000 | -2.4% | 4,587 | -4.6% | 0.07% | -5.6% |
| Q1 2019 | $336,000 | +21.3% | 4,807 | +5.3% | 0.07% | +6.0% |
| Q4 2018 | $277,000 | -20.9% | 4,565 | -0.7% | 0.07% | -11.8% |
| Q3 2018 | $350,000 | +5.7% | 4,595 | +2.2% | 0.08% | -1.3% |
| Q2 2018 | $331,000 | +6.1% | 4,495 | -0.3% | 0.08% | +2.7% |
| Q1 2018 | $312,000 | -13.1% | 4,510 | -12.4% | 0.08% | -24.2% |
| Q4 2017 | $359,000 | +2.0% | 5,150 | -1.5% | 0.10% | -5.7% |
| Q3 2017 | $352,000 | +15.4% | 5,227 | +9.4% | 0.10% | +7.1% |
| Q2 2017 | $305,000 | +22.5% | 4,779 | +20.7% | 0.10% | +18.1% |
| Q1 2017 | $249,000 | +0.4% | 3,959 | -2.0% | 0.08% | -3.5% |
| Q4 2016 | $248,000 | +19.8% | 4,039 | +11.9% | 0.09% | +34.4% |
| Q2 2015 | $207,000 | – | 3,608 | – | 0.06% | – |
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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% |