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 | $252,455 | -5.4% | 6,095 | 0.0% | 0.06% | -1.7% |
| Q2 2023 | $266,961 | +4.5% | 6,095 | 0.0% | 0.06% | -1.7% |
| Q1 2023 | $255,563 | +3.5% | 6,095 | 0.0% | 0.06% | -1.7% |
| Q4 2022 | $246,908 | +7.4% | 6,095 | 0.0% | 0.06% | +1.7% |
| Q3 2022 | $230,000 | -3.4% | 6,095 | 0.0% | 0.06% | -7.8% |
| Q2 2022 | $238,000 | -11.2% | 6,095 | +7.8% | 0.06% | -13.5% |
| Q1 2022 | $268,000 | -31.1% | 5,655 | +48.8% | 0.07% | -26.7% |
| Q4 2021 | $389,000 | -0.8% | 3,800 | -3.1% | 0.10% | -6.5% |
| Q3 2021 | $392,000 | -9.5% | 3,921 | -5.6% | 0.11% | -6.1% |
| Q2 2021 | $433,000 | +2.1% | 4,155 | -2.3% | 0.12% | -13.5% |
| Q1 2021 | $424,000 | +25.8% | 4,251 | +12.4% | 0.13% | +15.7% |
| Q4 2020 | $337,000 | – | 3,783 | – | 0.12% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| MONEYWISE, INC. | 429,490 | $20,341,000 | 13.40% |
| Strategic Financial Planning, Inc. | 293,115 | $13,882,000 | 11.54% |
| Financial Advisors, LLC | 766,284 | $36,291,000 | 11.33% |
| Ascension Capital Advisors, Inc. | 250,304 | $11,854,000 | 9.55% |
| RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 508,673 | $24,091,000 | 8.72% |
| FIDELIS iM, LLC | 304,946 | $14,442,000 | 8.49% |
| Mokosak Advisory Group, LLC | 432,932 | $20,505,000 | 8.31% |
| Marcum Wealth, LLC | 1,187,645 | $56,247,000 | 7.76% |
| MARSHALL FINANCIAL GROUP INC /ADV | 375,734 | $17,795,000 | 7.10% |
| Charles Schwab Investment Advisory, Inc. | 93,500,710 | $4,428,193,000 | 7.04% |