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 | $47 | -98.0% | 1 | -97.9% | 0.00% | – |
Q1 2024 | $2,364 | -72.4% | 48 | -73.5% | 0.00% | – |
Q4 2023 | $8,550 | +14.0% | 181 | 0.0% | 0.00% | – |
Q3 2023 | $7,497 | -5.4% | 181 | 0.0% | 0.00% | – |
Q2 2023 | $7,928 | -1.6% | 181 | -9.0% | 0.00% | – |
Q4 2022 | $8,061 | -77.6% | 199 | -45.3% | 0.00% | -100.0% |
Q3 2021 | $36,000 | +89.5% | 364 | +35.3% | 0.00% | 0.0% |
Q3 2019 | $19,000 | – | 269 | – | 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% |