SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 937 filers reported holding SCHWAB STRATEGIC TR in Q2 2023. The put-call ratio across all filers is 0.21 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6 | – | 2,800 | +1300.0% | 0.00% | – |
| Q2 2023 | $0 | -100.0% | 200 | -92.0% | 0.00% | -100.0% |
| Q1 2023 | $20 | +150.0% | 2,500 | +25.0% | 0.00% | +100.0% |
| Q4 2022 | $8 | – | 2,000 | +122.2% | 0.00% | – |
| Q3 2022 | $0 | -100.0% | 900 | -79.5% | 0.00% | – |
| Q2 2022 | $1,000 | -90.0% | 4,400 | -65.1% | 0.00% | -100.0% |
| Q1 2022 | $10,000 | – | 12,600 | +1160.0% | 0.00% | – |
| Q4 2021 | $0 | -100.0% | 1,000 | -87.8% | 0.00% | -100.0% |
| Q3 2021 | $17,000 | -54.1% | 8,200 | -8.9% | 0.00% | -50.0% |
| Q2 2021 | $37,000 | -49.3% | 9,000 | -34.1% | 0.00% | -50.0% |
| Q1 2021 | $73,000 | +143.3% | 13,649 | +120.1% | 0.00% | +300.0% |
| Q4 2020 | $30,000 | +100.0% | 6,200 | -21.5% | 0.00% | 0.0% |
| Q3 2020 | $15,000 | +114.3% | 7,900 | +1028.6% | 0.00% | – |
| Q1 2020 | $7,000 | -36.4% | 700 | -84.8% | 0.00% | -100.0% |
| Q4 2019 | $11,000 | – | 4,600 | +557.1% | 0.00% | – |
| Q2 2019 | $0 | -100.0% | 700 | +75.0% | 0.00% | -100.0% |
| Q1 2019 | $6,000 | 0.0% | 400 | +300.0% | 0.00% | 0.0% |
| Q4 2018 | $6,000 | +200.0% | 100 | -70.2% | 0.00% | – |
| Q1 2018 | $2,000 | +100.0% | 336 | -88.4% | 0.00% | – |
| Q3 2017 | $1,000 | 0.0% | 2,900 | +45.0% | 0.00% | – |
| Q2 2017 | $1,000 | -98.8% | 2,000 | +4.7% | 0.00% | -100.0% |
| Q1 2017 | $82,000 | +1950.0% | 1,911 | -34.4% | 0.00% | – |
| Q4 2016 | $4,000 | -85.7% | 2,911 | -79.1% | 0.00% | -100.0% |
| Q3 2016 | $28,000 | +154.5% | 13,900 | +3.7% | 0.00% | 0.0% |
| Q2 2016 | $11,000 | +266.7% | 13,400 | +346.7% | 0.00% | – |
| Q1 2016 | $3,000 | -25.0% | 3,000 | +25.0% | 0.00% | – |
| Q4 2015 | $4,000 | – | 2,400 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Strategic Financial Planning, Inc. | 315,961 | $13,087,109 | 12.05% |
| Financial Advisors, LLC | 984,705 | $40,786,480 | 10.10% |
| RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 811,567 | $33,595,324 | 9.71% |
| FIDELIS iM, LLC | 385,576 | $15,971 | 9.36% |
| MONEYWISE, INC. | 355,217 | $14,713,088 | 9.23% |
| Mokosak Advisory Group, LLC | 497,025 | $20,587,051 | 8.37% |
| Waterford Advisors, LLC | 301,949 | $12,506,710 | 7.00% |
| MERIDIAN MANAGEMENT CO | 515,951 | $21,370,701 | 6.97% |
| ForthRight Wealth Management, LLC | 357,436 | $14,804,981 | 6.38% |
| MARSHALL FINANCIAL GROUP INC /ADV | 372,476 | $15,427,952 | 6.28% |