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 | $1,977,496 | -8.1% | 47,743 | -2.8% | 0.70% | -5.0% |
| Q2 2023 | $2,151,209 | +2.5% | 49,114 | -1.9% | 0.74% | -1.3% |
| Q1 2023 | $2,098,368 | -1.2% | 50,045 | -4.5% | 0.75% | -3.7% |
| Q4 2022 | $2,123,778 | +1.0% | 52,426 | -5.8% | 0.78% | -9.3% |
| Q3 2022 | $2,103,000 | +18.3% | 55,642 | +22.1% | 0.86% | +24.1% |
| Q2 2022 | $1,777,000 | -18.4% | 45,586 | -0.9% | 0.69% | -5.1% |
| Q1 2022 | $2,178,000 | -1.0% | 45,995 | +114.2% | 0.73% | +6.0% |
| Q4 2021 | $2,199,000 | +1.6% | 21,477 | -0.7% | 0.69% | -6.4% |
| Q3 2021 | $2,164,000 | -1.3% | 21,621 | +2.7% | 0.74% | -0.9% |
| Q2 2021 | $2,193,000 | +2.1% | 21,045 | -2.3% | 0.74% | -4.4% |
| Q1 2021 | $2,147,000 | +11.2% | 21,541 | -0.7% | 0.78% | +1.6% |
| Q4 2020 | $1,930,000 | +30.3% | 21,684 | 0.0% | 0.76% | +14.0% |
| Q3 2020 | $1,481,000 | +4.4% | 21,684 | -0.1% | 0.67% | -1.2% |
| Q2 2020 | $1,418,000 | +35.0% | 21,709 | +6.5% | 0.68% | +12.1% |
| Q1 2020 | $1,050,000 | +61.0% | 20,380 | +136.3% | 0.60% | +113.8% |
| Q4 2019 | $652,000 | +35.6% | 8,623 | +25.1% | 0.28% | +20.4% |
| Q3 2019 | $481,000 | +6.7% | 6,895 | +9.7% | 0.24% | +2.6% |
| Q2 2019 | $451,000 | +9.5% | 6,285 | +6.8% | 0.23% | +6.0% |
| Q1 2019 | $412,000 | +10.8% | 5,885 | -3.9% | 0.22% | -1.8% |
| Q4 2018 | $372,000 | +42.0% | 6,123 | +21.5% | 0.22% | +28.7% |
| Q1 2016 | $262,000 | – | 5,038 | – | 0.17% | – |
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% |