SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 633 filers reported holding SCHWAB STRATEGIC TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $7,392,236 | -3.1% | 155,790 | +0.5% | 1.13% | -5.3% |
| Q1 2024 | $7,631,757 | +1.9% | 154,991 | -2.2% | 1.19% | -7.4% |
| Q4 2023 | $7,488,910 | +16.3% | 158,529 | +2.0% | 1.29% | +6.4% |
| Q3 2023 | $6,436,793 | -2.4% | 155,403 | +3.2% | 1.21% | -0.2% |
| Q2 2023 | $6,592,951 | +87.2% | 150,524 | +79.2% | 1.21% | +71.5% |
| Q1 2023 | $3,522,792 | -10.6% | 84,016 | -13.7% | 0.71% | -15.5% |
| Q4 2022 | $3,942,109 | +223.1% | 97,312 | +610.0% | 0.84% | +141.5% |
| Q3 2022 | $1,220,000 | -58.6% | 13,705 | -81.8% | 0.35% | -45.4% |
| Q2 2022 | $2,944,000 | -2.9% | 75,496 | +18.0% | 0.64% | -2.0% |
| Q1 2022 | $3,031,000 | +17.9% | 64,006 | +155.0% | 0.65% | +19.7% |
| Q4 2021 | $2,570,000 | +2.3% | 25,100 | 0.0% | 0.54% | -18.3% |
| Q3 2021 | $2,512,000 | -3.9% | 25,100 | 0.0% | 0.66% | +2.3% |
| Q2 2021 | $2,615,000 | +91.4% | 25,100 | +83.1% | 0.65% | +92.3% |
| Q1 2021 | $1,366,000 | +45.9% | 13,705 | 0.0% | 0.34% | +12.3% |
| Q3 2020 | $936,000 | +4.6% | 13,705 | 0.0% | 0.30% | +11.9% |
| Q2 2020 | $895,000 | – | 13,705 | – | 0.27% | – |
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% |