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 | $332,489 | -23.7% | 7,007 | -20.8% | 0.01% | -31.2% |
Q1 2024 | $435,879 | +75.1% | 8,852 | +68.0% | 0.02% | +77.8% |
Q4 2023 | $248,919 | -6.2% | 5,269 | -17.7% | 0.01% | -25.0% |
Q3 2023 | $265,293 | -15.5% | 6,405 | -10.6% | 0.01% | -14.3% |
Q2 2023 | $313,815 | -22.6% | 7,165 | -25.9% | 0.01% | -30.0% |
Q1 2023 | $405,443 | +12.5% | 9,670 | +8.7% | 0.02% | -83.9% |
Q4 2022 | $360,460 | +11.3% | 8,898 | +3.7% | 0.12% | +552.6% |
Q3 2022 | $324,000 | -90.5% | 8,579 | -80.9% | 0.02% | -87.2% |
Q4 2019 | $3,395,000 | +1143.6% | 44,877 | +1051.3% | 0.15% | +289.5% |
Q1 2019 | $273,000 | +20.3% | 3,898 | +17.2% | 0.04% | -5.0% |
Q4 2018 | $227,000 | – | 3,327 | – | 0.04% | – |
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% |