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 | $707,709 | +12.6% | 17,086 | +19.0% | 0.02% | +7.1% |
| Q2 2023 | $628,686 | -42.6% | 14,353 | -45.1% | 0.01% | -51.7% |
| Q1 2023 | $1,095,419 | +1.5% | 26,124 | -1.9% | 0.03% | +7.4% |
| Q4 2022 | $1,079,158 | +1.6% | 26,639 | -5.2% | 0.03% | -10.0% |
| Q3 2022 | $1,062,000 | -5.9% | 28,092 | -3.0% | 0.03% | +7.1% |
| Q2 2022 | $1,129,000 | -16.5% | 28,955 | +1.4% | 0.03% | -6.7% |
| Q1 2022 | $1,352,000 | -9.0% | 28,548 | +96.7% | 0.03% | -9.1% |
| Q4 2021 | $1,486,000 | +4.1% | 14,515 | +1.8% | 0.03% | -8.3% |
| Q3 2021 | $1,427,000 | +395.5% | 14,258 | +416.6% | 0.04% | +414.3% |
| Q2 2021 | $288,000 | +16.1% | 2,760 | +10.8% | 0.01% | 0.0% |
| Q1 2021 | $248,000 | -22.0% | 2,491 | -46.4% | 0.01% | -30.0% |
| Q3 2020 | $318,000 | +0.6% | 4,650 | -4.0% | 0.01% | -9.1% |
| Q2 2020 | $316,000 | +1.9% | 4,842 | -19.6% | 0.01% | -21.4% |
| Q1 2020 | $310,000 | -50.6% | 6,022 | -27.3% | 0.01% | -44.0% |
| Q4 2019 | $627,000 | +3.1% | 8,284 | -5.0% | 0.02% | -3.8% |
| Q3 2019 | $608,000 | -34.2% | 8,722 | -32.5% | 0.03% | -35.0% |
| Q2 2019 | $924,000 | -56.6% | 12,926 | -57.6% | 0.04% | -58.3% |
| Q1 2019 | $2,129,000 | -42.8% | 30,452 | -50.3% | 0.10% | -50.0% |
| Q4 2018 | $3,720,000 | -18.8% | 61,308 | +1.9% | 0.19% | -6.3% |
| Q3 2018 | $4,583,000 | +3.4% | 60,168 | -0.1% | 0.20% | +3.5% |
| Q2 2018 | $4,432,000 | +71.2% | 60,240 | +60.8% | 0.20% | +81.7% |
| Q1 2018 | $2,589,000 | +828.0% | 37,454 | +834.7% | 0.11% | +738.5% |
| Q4 2017 | $279,000 | +12.0% | 4,007 | +8.2% | 0.01% | +8.3% |
| Q3 2017 | $249,000 | +6.0% | 3,702 | +0.8% | 0.01% | 0.0% |
| Q2 2017 | $235,000 | -55.2% | 3,671 | -55.9% | 0.01% | -60.0% |
| Q1 2017 | $525,000 | +54.9% | 8,329 | +51.2% | 0.03% | +42.9% |
| Q4 2016 | $339,000 | – | 5,508 | – | 0.02% | – |
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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% |