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 | $2,082,556 | +49.3% | 50,279 | +57.9% | 0.00% | – |
| Q2 2023 | $1,394,417 | -60.3% | 31,836 | -62.0% | 0.00% | – |
| Q1 2023 | $3,510,044 | -26.6% | 83,712 | -29.1% | 0.00% | -100.0% |
| Q4 2022 | $4,781,638 | +772.6% | 118,036 | +714.0% | 0.00% | – |
| Q3 2022 | $548,000 | -27.5% | 14,500 | -25.3% | 0.00% | – |
| Q2 2022 | $756,000 | -49.5% | 19,400 | -38.6% | 0.00% | – |
| Q1 2022 | $1,498,000 | -67.4% | 31,613 | -29.5% | 0.00% | -100.0% |
| Q4 2021 | $4,593,000 | +198.2% | 44,853 | +191.6% | 0.00% | – |
| Q3 2021 | $1,540,000 | +392.0% | 15,384 | +412.8% | 0.00% | – |
| Q2 2021 | $313,000 | -68.3% | 3,000 | -73.0% | 0.00% | – |
| Q4 2020 | $988,000 | +15.7% | 11,097 | -11.3% | 0.00% | – |
| Q3 2020 | $854,000 | +196.5% | 12,507 | +183.5% | 0.00% | – |
| Q2 2020 | $288,000 | -92.1% | 4,412 | -90.9% | 0.00% | -100.0% |
| Q4 2019 | $3,668,000 | +279.3% | 48,491 | +249.6% | 0.00% | – |
| Q3 2019 | $967,000 | -73.9% | 13,872 | -72.4% | 0.00% | -100.0% |
| Q2 2018 | $3,699,000 | +64.2% | 50,283 | +54.3% | 0.00% | +100.0% |
| Q1 2018 | $2,253,000 | -48.7% | 32,597 | -48.3% | 0.00% | -66.7% |
| Q4 2017 | $4,396,000 | +193.9% | 63,031 | +183.9% | 0.00% | +200.0% |
| Q3 2017 | $1,496,000 | +25.8% | 22,205 | +19.4% | 0.00% | 0.0% |
| Q2 2017 | $1,189,000 | +196.5% | 18,604 | +141.7% | 0.00% | 0.0% |
| Q1 2016 | $401,000 | -38.1% | 7,697 | -38.2% | 0.00% | 0.0% |
| Q4 2015 | $648,000 | -56.1% | 12,447 | -57.2% | 0.00% | 0.0% |
| Q3 2015 | $1,476,000 | -28.9% | 29,052 | -19.6% | 0.00% | -50.0% |
| Q2 2015 | $2,075,000 | -33.0% | 36,112 | -32.9% | 0.00% | -33.3% |
| Q1 2015 | $3,098,000 | -21.5% | 53,795 | -24.9% | 0.00% | -25.0% |
| Q4 2014 | $3,947,000 | – | 71,611 | – | 0.00% | – |
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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% |