SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 952 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $19,045 | -39.1% | 401 | -36.9% | 0.00% | -100.0% |
| Q1 2024 | $31,286 | +228.9% | 635 | +215.9% | 0.00% | – |
| Q4 2023 | $9,513 | -41.9% | 201 | -49.1% | 0.00% | – |
| Q3 2023 | $16,376 | +45.3% | 395 | +53.7% | 0.00% | – |
| Q2 2023 | $11,273 | +59.7% | 257 | +53.0% | 0.00% | – |
| Q1 2023 | $7,060 | -21.3% | 168 | -24.0% | 0.00% | – |
| Q4 2022 | $8,967 | +49.4% | 221 | +31.5% | 0.00% | – |
| Q3 2022 | $6,000 | -14.3% | 168 | 0.0% | 0.00% | – |
| Q2 2022 | $7,000 | -46.2% | 168 | -40.8% | 0.00% | – |
| Q1 2022 | $13,000 | +44.4% | 284 | +238.1% | 0.00% | – |
| Q4 2021 | $9,000 | -67.9% | 84 | -70.3% | 0.00% | -100.0% |
| Q3 2021 | $28,000 | +211.1% | 283 | +232.9% | 0.00% | – |
| Q2 2021 | $9,000 | +12.5% | 85 | 0.0% | 0.00% | – |
| Q1 2021 | $8,000 | -33.3% | 85 | -53.0% | 0.00% | -100.0% |
| Q4 2020 | $12,000 | 0.0% | 181 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $12,000 | 0.0% | 181 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $12,000 | +33.3% | 181 | 0.0% | 0.00% | – |
| Q1 2020 | $9,000 | -40.0% | 181 | -11.3% | 0.00% | -100.0% |
| Q4 2019 | $15,000 | +7.1% | 204 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $14,000 | -6.7% | 204 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $15,000 | +7.1% | 204 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $14,000 | -22.2% | 204 | -30.6% | 0.00% | 0.0% |
| Q4 2018 | $18,000 | +200.0% | 294 | +250.0% | 0.00% | – |
| Q3 2018 | $6,000 | -66.7% | 84 | -65.3% | 0.00% | -100.0% |
| Q2 2018 | $18,000 | -35.7% | 242 | -40.4% | 0.00% | -50.0% |
| Q1 2018 | $28,000 | +64.7% | 406 | +68.5% | 0.00% | +100.0% |
| Q4 2017 | $17,000 | +750.0% | 241 | +792.6% | 0.00% | – |
| Q2 2017 | $2,000 | – | 27 | – | 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% |