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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $749,000 | -23.7% | 19,221 | -7.3% | 0.28% | -14.9% |
| Q1 2022 | $982,000 | -10.2% | 20,732 | +94.3% | 0.34% | -8.7% |
| Q4 2021 | $1,093,000 | -9.3% | 10,671 | -11.3% | 0.37% | -7.8% |
| Q3 2021 | $1,205,000 | -9.9% | 12,037 | -6.3% | 0.40% | -4.3% |
| Q2 2021 | $1,338,000 | -3.7% | 12,844 | -7.8% | 0.42% | -3.9% |
| Q1 2021 | $1,389,000 | -4.2% | 13,937 | -14.5% | 0.43% | -2.7% |
| Q4 2020 | $1,450,000 | -16.9% | 16,297 | -36.2% | 0.44% | -16.5% |
| Q3 2020 | $1,745,000 | -16.7% | 25,545 | -20.3% | 0.53% | -6.7% |
| Q2 2020 | $2,094,000 | +17.0% | 32,055 | -7.7% | 0.57% | +10.0% |
| Q1 2020 | $1,790,000 | -26.4% | 34,742 | +8.0% | 0.52% | -3.5% |
| Q4 2019 | $2,433,000 | -6.9% | 32,170 | -14.1% | 0.54% | -18.1% |
| Q3 2019 | $2,612,000 | -64.5% | 37,453 | -63.6% | 0.66% | -58.4% |
| Q2 2019 | $7,367,000 | +38.4% | 102,965 | +35.3% | 1.58% | +35.7% |
| Q1 2019 | $5,322,000 | +40.2% | 76,114 | +21.7% | 1.16% | +34.5% |
| Q4 2018 | $3,795,000 | -41.0% | 62,544 | -25.9% | 0.87% | -45.6% |
| Q3 2018 | $6,428,000 | -35.1% | 84,383 | -37.3% | 1.59% | -38.2% |
| Q2 2018 | $9,911,000 | – | 134,661 | – | 2.58% | – |
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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% |