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 | $1,697,665 | -3.9% | 40,987 | +1.6% | 0.02% | 0.0% |
Q2 2023 | $1,766,874 | +0.8% | 40,340 | -3.5% | 0.02% | -16.7% |
Q1 2023 | $1,753,529 | -11.8% | 41,820 | -14.8% | 0.02% | -18.2% |
Q4 2022 | $1,987,430 | +42.3% | 49,060 | +32.7% | 0.02% | +22.2% |
Q3 2022 | $1,397,000 | +45.5% | 36,965 | +50.2% | 0.02% | +38.5% |
Q2 2022 | $960,000 | -24.8% | 24,609 | -8.7% | 0.01% | -18.8% |
Q1 2022 | $1,276,000 | +6.9% | 26,944 | +131.1% | 0.02% | -5.9% |
Q4 2021 | $1,194,000 | +217.6% | 11,661 | +210.2% | 0.02% | +183.3% |
Q3 2021 | $376,000 | -6.0% | 3,759 | -2.1% | 0.01% | -14.3% |
Q2 2021 | $400,000 | +515.4% | 3,839 | +490.6% | 0.01% | +600.0% |
Q1 2021 | $65,000 | – | 650 | +12900.0% | 0.00% | – |
Q4 2020 | $0 | – | 5 | 0.0% | 0.00% | – |
Q3 2020 | $0 | – | 5 | 0.0% | 0.00% | – |
Q2 2020 | $0 | -100.0% | 5 | -99.2% | 0.00% | -100.0% |
Q1 2020 | $31,000 | – | 603 | +11960.0% | 0.00% | – |
Q4 2019 | $0 | – | 5 | 0.0% | 0.00% | – |
Q3 2019 | $0 | – | 5 | 0.0% | 0.00% | – |
Q2 2019 | $0 | – | 5 | 0.0% | 0.00% | – |
Q1 2019 | $0 | – | 5 | 0.0% | 0.00% | – |
Q4 2018 | $0 | – | 5 | 0.0% | 0.00% | – |
Q3 2018 | $0 | – | 5 | +400.0% | 0.00% | – |
Q1 2018 | $0 | – | 1 | 0.0% | 0.00% | – |
Q4 2017 | $0 | – | 1 | 0.0% | 0.00% | – |
Q3 2017 | $0 | -100.0% | 1 | -99.9% | 0.00% | -100.0% |
Q2 2017 | $45,000 | -35.7% | 708 | -36.5% | 0.00% | -42.9% |
Q1 2017 | $70,000 | +169.2% | 1,115 | +161.7% | 0.01% | +133.3% |
Q4 2016 | $26,000 | +13.0% | 426 | +5.2% | 0.00% | +50.0% |
Q3 2016 | $23,000 | +4.5% | 405 | +0.5% | 0.00% | 0.0% |
Q2 2016 | $22,000 | – | 403 | – | 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% |