SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 861 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is 0.20 and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2023 | $149,972 | +4.5% | 3,424 | 0.0% | 0.02% | -5.6% |
Q1 2023 | $143,569 | +3.5% | 3,424 | 0.0% | 0.02% | +5.9% |
Q4 2022 | $138,706 | +2.7% | 3,424 | -4.3% | 0.02% | -5.6% |
Q3 2022 | $135,000 | +0.7% | 3,578 | +4.5% | 0.02% | +12.5% |
Q2 2022 | $134,000 | -33.0% | 3,424 | -18.8% | 0.02% | -23.8% |
Q1 2022 | $200,000 | -8.7% | 4,217 | +97.2% | 0.02% | -8.7% |
Q4 2021 | $219,000 | +4.3% | 2,138 | +1.7% | 0.02% | 0.0% |
Q3 2021 | $210,000 | +2.9% | 2,103 | +7.5% | 0.02% | 0.0% |
Q2 2021 | $204,000 | +4.6% | 1,957 | 0.0% | 0.02% | 0.0% |
Q1 2021 | $195,000 | +12.1% | 1,957 | 0.0% | 0.02% | -4.2% |
Q4 2020 | $174,000 | +29.9% | 1,957 | 0.0% | 0.02% | +9.1% |
Q3 2020 | $134,000 | +4.7% | 1,957 | 0.0% | 0.02% | 0.0% |
Q2 2020 | $128,000 | +26.7% | 1,957 | 0.0% | 0.02% | +10.0% |
Q1 2020 | $101,000 | -31.8% | 1,957 | 0.0% | 0.02% | -47.4% |
Q4 2019 | $148,000 | +8.8% | 1,957 | 0.0% | 0.04% | +8.6% |
Q3 2019 | $136,000 | -2.9% | 1,957 | 0.0% | 0.04% | -7.9% |
Q2 2019 | $140,000 | +2.2% | 1,957 | 0.0% | 0.04% | -5.0% |
Q1 2019 | $137,000 | -8.7% | 1,957 | -20.7% | 0.04% | -23.1% |
Q4 2018 | $150,000 | -29.6% | 2,469 | -11.6% | 0.05% | -24.6% |
Q3 2018 | $213,000 | +3.4% | 2,794 | 0.0% | 0.07% | -1.4% |
Q2 2018 | $206,000 | +57.3% | 2,794 | +47.1% | 0.07% | +42.9% |
Q1 2018 | $131,000 | -1.5% | 1,900 | 0.0% | 0.05% | -18.3% |
Q4 2017 | $133,000 | +3.9% | 1,900 | 0.0% | 0.06% | -4.8% |
Q3 2017 | $128,000 | +5.8% | 1,900 | 0.0% | 0.06% | +18.9% |
Q2 2017 | $121,000 | – | 1,900 | – | 0.05% | – |
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% |