SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 861 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is 0.20 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $524,038 | -11.8% | 11,044 | -8.4% | 0.00% | 0.0% |
| Q1 2024 | $593,834 | -3.3% | 12,060 | -7.2% | 0.00% | 0.0% |
| Q4 2023 | $614,120 | -5.2% | 13,000 | -16.9% | 0.00% | -33.3% |
| Q3 2023 | $647,809 | -5.4% | 15,640 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $685,032 | -2.4% | 15,640 | -6.5% | 0.00% | 0.0% |
| Q1 2023 | $701,698 | +11.8% | 16,735 | +8.0% | 0.00% | 0.0% |
| Q4 2022 | $627,459 | +7.3% | 15,489 | 0.0% | 0.00% | +50.0% |
| Q3 2022 | $585,000 | -9.6% | 15,489 | -6.7% | 0.00% | -33.3% |
| Q2 2022 | $647,000 | -17.7% | 16,604 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $786,000 | -30.6% | 16,604 | +50.2% | 0.00% | -25.0% |
| Q4 2021 | $1,132,000 | +1.2% | 11,053 | -1.1% | 0.00% | 0.0% |
| Q3 2021 | $1,119,000 | -5.6% | 11,181 | -1.8% | 0.00% | 0.0% |
| Q2 2021 | $1,186,000 | +3.9% | 11,388 | -0.6% | 0.00% | 0.0% |
| Q1 2021 | $1,142,000 | -11.6% | 11,462 | -21.0% | 0.00% | -20.0% |
| Q4 2020 | $1,292,000 | +30.9% | 14,514 | +0.5% | 0.01% | +25.0% |
| Q3 2020 | $987,000 | +2.0% | 14,440 | -2.5% | 0.00% | 0.0% |
| Q2 2020 | $968,000 | +25.9% | 14,813 | -0.8% | 0.00% | 0.0% |
| Q1 2020 | $769,000 | -42.6% | 14,929 | -15.7% | 0.00% | -20.0% |
| Q4 2019 | $1,340,000 | +8.3% | 17,715 | -0.1% | 0.01% | 0.0% |
| Q3 2019 | $1,237,000 | -2.4% | 17,737 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $1,268,000 | -2.1% | 17,737 | -0.7% | 0.01% | 0.0% |
| Q1 2019 | $1,295,000 | +4.9% | 17,871 | -12.2% | 0.01% | -16.7% |
| Q4 2018 | $1,235,000 | -20.3% | 20,349 | 0.0% | 0.01% | 0.0% |
| Q3 2018 | $1,550,000 | +3.5% | 20,349 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $1,497,000 | +6.4% | 20,349 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $1,407,000 | -28.7% | 20,349 | -28.6% | 0.01% | -25.0% |
| Q4 2017 | $1,973,000 | +9.9% | 28,511 | +7.0% | 0.01% | 0.0% |
| Q3 2017 | $1,796,000 | +4.4% | 26,637 | -1.0% | 0.01% | 0.0% |
| Q2 2017 | $1,720,000 | +2.7% | 26,917 | +1.1% | 0.01% | 0.0% |
| Q1 2017 | $1,675,000 | -0.7% | 26,637 | -2.9% | 0.01% | -11.1% |
| Q4 2016 | $1,687,000 | +1462.0% | 27,443 | +1363.6% | 0.01% | +800.0% |
| Q3 2016 | $108,000 | +6.9% | 1,875 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $101,000 | +3.1% | 1,875 | 0.0% | 0.00% | 0.0% |
| Q1 2016 | $98,000 | -9.3% | 1,875 | 0.0% | 0.00% | 0.0% |
| Q2 2015 | $108,000 | 0.0% | 1,875 | 0.0% | 0.00% | 0.0% |
| Q1 2015 | $108,000 | +4.9% | 1,875 | 0.0% | 0.00% | 0.0% |
| Q4 2014 | $103,000 | +4.0% | 1,875 | -2.8% | 0.00% | 0.0% |
| Q3 2014 | $99,000 | -4.8% | 1,929 | +1.4% | 0.00% | 0.0% |
| Q2 2014 | $104,000 | – | 1,903 | – | 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% |