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 | $9,136,449 | -9.4% | 220,581 | -4.2% | 1.78% | -5.4% |
| Q2 2023 | $10,087,864 | +4.6% | 230,317 | +0.1% | 1.88% | -6.3% |
| Q1 2023 | $9,643,116 | +3.1% | 229,981 | -0.4% | 2.00% | -3.1% |
| Q4 2022 | $9,352,369 | +7.0% | 230,866 | -0.2% | 2.07% | +1.2% |
| Q3 2022 | $8,744,000 | +3.9% | 231,334 | +7.2% | 2.05% | +8.7% |
| Q2 2022 | $8,417,000 | -18.7% | 215,884 | -1.2% | 1.88% | -6.7% |
| Q1 2022 | $10,350,000 | -6.6% | 218,530 | +101.9% | 2.02% | -0.5% |
| Q4 2021 | $11,084,000 | +7.0% | 108,243 | +4.6% | 2.03% | +3.3% |
| Q3 2021 | $10,361,000 | -1.5% | 103,503 | +2.5% | 1.96% | -3.6% |
| Q2 2021 | $10,523,000 | +9.6% | 101,011 | +4.9% | 2.04% | -0.8% |
| Q1 2021 | $9,600,000 | +11.3% | 96,319 | -0.6% | 2.05% | +6.0% |
| Q4 2020 | $8,624,000 | +33.8% | 96,898 | +2.7% | 1.94% | +22.4% |
| Q3 2020 | $6,447,000 | -3.8% | 94,371 | -8.0% | 1.58% | -9.7% |
| Q2 2020 | $6,705,000 | +63.6% | 102,611 | +29.0% | 1.75% | +42.5% |
| Q1 2020 | $4,099,000 | -37.2% | 79,564 | -7.9% | 1.23% | -26.3% |
| Q4 2019 | $6,532,000 | +14.2% | 86,347 | +5.3% | 1.67% | +5.2% |
| Q3 2019 | $5,718,000 | -0.6% | 82,002 | +1.9% | 1.59% | -2.6% |
| Q2 2019 | $5,751,000 | +4.8% | 80,457 | +2.5% | 1.63% | +3.0% |
| Q1 2019 | $5,487,000 | +33.2% | 78,467 | +15.6% | 1.58% | +19.5% |
| Q4 2018 | $4,118,000 | -22.7% | 67,868 | -2.9% | 1.32% | -16.0% |
| Q3 2018 | $5,326,000 | +11.1% | 69,922 | +7.4% | 1.58% | +4.3% |
| Q2 2018 | $4,792,000 | – | 65,134 | – | 1.51% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Strategic Financial Planning, Inc. | 315,961 | $13,087,109 | 12.05% |
| Financial Advisors, LLC | 984,705 | $40,786,480 | 10.10% |
| RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 811,567 | $33,595,324 | 9.71% |
| FIDELIS iM, LLC | 385,576 | $15,971 | 9.36% |
| MONEYWISE, INC. | 355,217 | $14,713,088 | 9.23% |
| Mokosak Advisory Group, LLC | 497,025 | $20,587,051 | 8.37% |
| Waterford Advisors, LLC | 301,949 | $12,506,710 | 7.00% |
| MERIDIAN MANAGEMENT CO | 515,951 | $21,370,701 | 6.97% |
| ForthRight Wealth Management, LLC | 357,436 | $14,804,981 | 6.38% |
| MARSHALL FINANCIAL GROUP INC /ADV | 372,476 | $15,427,952 | 6.28% |