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 | $52,148 | -98.4% | 1,259 | -98.3% | 0.00% | -98.2% |
| Q2 2023 | $3,308,477 | +578305.1% | 75,536 | +453.5% | 0.11% | +511.1% |
| Q1 2023 | $572 | -100.0% | 13,648 | -75.4% | 0.02% | -47.1% |
| Q3 2022 | $2,095,000 | +1038.6% | 55,416 | +1075.3% | 0.03% | +750.0% |
| Q2 2022 | $184,000 | +291.5% | 4,715 | +371.5% | 0.00% | – |
| Q1 2022 | $47,000 | -94.7% | 1,000 | -88.4% | 0.00% | -100.0% |
| Q2 2021 | $894,000 | +44600.0% | 8,586 | +37230.4% | 0.02% | – |
| Q1 2021 | $2,000 | -99.7% | 23 | -99.7% | 0.00% | -100.0% |
| Q4 2020 | $786,000 | +15.6% | 8,831 | -11.3% | 0.02% | +200.0% |
| Q3 2020 | $680,000 | -83.3% | 9,959 | -84.0% | 0.01% | -95.2% |
| Q2 2020 | $4,072,000 | +68.3% | 62,314 | +94.9% | 0.17% | -16.9% |
| Q4 2019 | $2,419,000 | -29.5% | 31,975 | -33.4% | 0.20% | -13.0% |
| Q2 2019 | $3,431,000 | -2.2% | 47,999 | -4.3% | 0.23% | +8.5% |
| Q1 2019 | $3,508,000 | +100.9% | 50,172 | +74.3% | 0.21% | +69.0% |
| Q4 2018 | $1,746,000 | -23.6% | 28,779 | -4.1% | 0.13% | -25.0% |
| Q3 2018 | $2,286,000 | – | 30,016 | +1500700.0% | 0.17% | – |
| Q2 2018 | $0 | -100.0% | 2 | -99.9% | 0.00% | -100.0% |
| Q1 2018 | $116,000 | -96.9% | 1,681 | -96.9% | 0.01% | -97.9% |
| Q4 2017 | $3,743,000 | +1066.0% | 53,673 | +1025.2% | 0.48% | +1688.9% |
| Q3 2017 | $321,000 | -82.8% | 4,770 | -83.7% | 0.03% | -87.3% |
| Q2 2017 | $1,866,000 | -0.4% | 29,203 | -1.8% | 0.21% | +13.4% |
| Q1 2017 | $1,873,000 | +90.2% | 29,740 | +85.6% | 0.19% | +74.8% |
| Q4 2016 | $985,000 | +330.1% | 16,025 | +302.1% | 0.11% | +365.2% |
| Q3 2016 | $229,000 | -87.5% | 3,985 | -88.3% | 0.02% | -86.9% |
| Q2 2016 | $1,837,000 | +61.9% | 34,002 | +55.9% | 0.18% | +3.6% |
| Q1 2016 | $1,135,000 | +15.3% | 21,805 | +15.5% | 0.17% | +6.3% |
| Q4 2015 | $984,000 | +28.0% | 18,885 | +24.8% | 0.16% | +112.0% |
| Q3 2015 | $769,000 | -62.3% | 15,138 | -57.3% | 0.08% | -58.6% |
| Q2 2015 | $2,039,000 | +6477.4% | 35,480 | +6398.2% | 0.18% | +4425.0% |
| Q1 2015 | $31,000 | +34.8% | 546 | +29.4% | 0.00% | +100.0% |
| Q4 2014 | $23,000 | -99.4% | 422 | -99.5% | 0.00% | -99.6% |
| Q3 2014 | $3,999,000 | +989.6% | 77,810 | +1063.3% | 0.45% | +853.2% |
| Q2 2014 | $367,000 | +1938.9% | 6,689 | +1873.2% | 0.05% | +2250.0% |
| Q1 2014 | $18,000 | – | 339 | – | 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% |