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 | $972,147 | -5.4% | 23,470 | +0.0% | 0.13% | -6.6% |
| Q2 2023 | $1,027,750 | +5.6% | 23,465 | +1.1% | 0.14% | +1.5% |
| Q1 2023 | $973,471 | +1.2% | 23,217 | -2.2% | 0.13% | 0.0% |
| Q4 2022 | $961,732 | +74.9% | 23,741 | +63.2% | 0.13% | +57.6% |
| Q3 2022 | $550,000 | +34.8% | 14,549 | +39.1% | 0.08% | +46.6% |
| Q2 2022 | $408,000 | +70.0% | 10,462 | +106.5% | 0.06% | +75.8% |
| Q1 2022 | $240,000 | -41.3% | 5,066 | +26.8% | 0.03% | -34.0% |
| Q4 2021 | $409,000 | +66.3% | 3,996 | +62.3% | 0.05% | +56.2% |
| Q3 2021 | $246,000 | -2.0% | 2,462 | +2.0% | 0.03% | -3.0% |
| Q2 2021 | $251,000 | +4.1% | 2,413 | -0.1% | 0.03% | 0.0% |
| Q1 2021 | $241,000 | -19.9% | 2,415 | -39.4% | 0.03% | -35.3% |
| Q4 2019 | $301,000 | +1.7% | 3,985 | -6.1% | 0.05% | -5.6% |
| Q3 2019 | $296,000 | -48.7% | 4,242 | -47.4% | 0.05% | -51.4% |
| Q2 2019 | $577,000 | +11.8% | 8,069 | +9.4% | 0.11% | -8.3% |
| Q1 2019 | $516,000 | +16.0% | 7,379 | +0.6% | 0.12% | -15.4% |
| Q4 2018 | $445,000 | +48.8% | 7,333 | +87.0% | 0.14% | +90.7% |
| Q3 2018 | $299,000 | +4.2% | 3,921 | +0.5% | 0.08% | 0.0% |
| Q2 2018 | $287,000 | +9.1% | 3,902 | +2.7% | 0.08% | +8.7% |
| Q1 2018 | $263,000 | -0.8% | 3,800 | +0.2% | 0.07% | -1.4% |
| Q4 2017 | $265,000 | +1.9% | 3,793 | -1.6% | 0.07% | +1.4% |
| Q3 2017 | $260,000 | +7.4% | 3,856 | +2.0% | 0.07% | +1.5% |
| Q2 2017 | $242,000 | +1.7% | 3,781 | +0.2% | 0.07% | +3.0% |
| Q1 2017 | $238,000 | -0.8% | 3,772 | -3.5% | 0.07% | -9.6% |
| Q4 2016 | $240,000 | -64.4% | 3,908 | -69.0% | 0.07% | -68.1% |
| Q1 2014 | $675,000 | -37.7% | 12,596 | -38.9% | 0.23% | -39.3% |
| Q4 2013 | $1,083,000 | +1.3% | 20,632 | -7.0% | 0.38% | -11.7% |
| Q3 2013 | $1,069,000 | +10.3% | 22,174 | +0.7% | 0.43% | +2.2% |
| Q2 2013 | $969,000 | – | 22,024 | – | 0.42% | – |
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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% |