SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 836 filers reported holding SCHWAB STRATEGIC TR in Q2 2021. The put-call ratio across all filers is 0.25 and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $7,470,042 | -1.3% | 157,430 | +2.4% | 3.63% | -0.5% |
Q1 2024 | $7,566,600 | +116.6% | 153,668 | +107.8% | 3.65% | +93.7% |
Q4 2023 | $3,493,500 | +12.0% | 73,952 | -1.8% | 1.88% | +26.6% |
Q3 2023 | $3,119,892 | -21.6% | 75,323 | -17.1% | 1.49% | -14.3% |
Q2 2023 | $3,978,123 | +3.4% | 90,825 | -1.0% | 1.74% | -2.5% |
Q1 2023 | $3,845,868 | +7.8% | 91,721 | +12.4% | 1.78% | +2.0% |
Q4 2022 | $3,569,214 | +75.5% | 81,601 | +51.7% | 1.74% | +80.0% |
Q3 2022 | $2,034,000 | -2.0% | 53,799 | +1.0% | 0.97% | +3.2% |
Q2 2022 | $2,076,000 | -30.7% | 53,257 | -15.8% | 0.94% | -14.2% |
Q1 2022 | $2,995,000 | +10.0% | 63,249 | +137.9% | 1.10% | +16.6% |
Q4 2021 | $2,723,000 | +1.1% | 26,589 | +3.1% | 0.94% | +11.8% |
Q3 2021 | $2,693,000 | +67.2% | 25,802 | +59.7% | 0.84% | +30.6% |
Q1 2021 | $1,611,000 | – | 16,159 | – | 0.64% | – |
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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% |