SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 937 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,436,173 | -3.8% | 155,388 | +1.8% | 3.09% | +0.6% |
| Q2 2023 | $6,688,603 | +4.8% | 152,708 | +0.3% | 3.08% | +1.7% |
| Q1 2023 | $6,382,086 | -1.7% | 152,208 | -5.0% | 3.02% | -6.1% |
| Q4 2022 | $6,492,815 | +8.2% | 160,277 | +1.0% | 3.22% | +9.3% |
| Q3 2022 | $5,999,000 | -3.9% | 158,704 | -0.9% | 2.94% | -1.7% |
| Q2 2022 | $6,245,000 | -17.3% | 160,180 | +0.5% | 3.00% | -1.5% |
| Q1 2022 | $7,549,000 | -5.2% | 159,400 | +104.9% | 3.04% | +19.1% |
| Q4 2021 | $7,967,000 | +3.4% | 77,799 | +1.1% | 2.55% | -3.1% |
| Q3 2021 | $7,702,000 | +4.3% | 76,942 | +8.6% | 2.64% | +9.2% |
| Q2 2021 | $7,381,000 | +14.1% | 70,845 | +9.2% | 2.41% | -1.0% |
| Q1 2021 | $6,467,000 | +15.6% | 64,885 | +3.3% | 2.44% | -15.5% |
| Q4 2020 | $5,592,000 | +38.4% | 62,833 | +6.2% | 2.88% | +27.2% |
| Q3 2020 | $4,041,000 | +19.6% | 59,145 | +14.3% | 2.27% | +6.5% |
| Q2 2020 | $3,380,000 | +1.4% | 51,729 | -20.0% | 2.13% | -14.5% |
| Q1 2020 | $3,333,000 | +4.5% | 64,685 | +53.5% | 2.49% | -3.3% |
| Q4 2019 | $3,188,000 | +12.2% | 42,141 | +3.4% | 2.58% | +19.8% |
| Q3 2019 | $2,841,000 | +2.6% | 40,742 | +5.2% | 2.15% | +0.2% |
| Q2 2019 | $2,769,000 | +12.6% | 38,732 | +10.1% | 2.14% | +7.8% |
| Q1 2019 | $2,459,000 | +89.0% | 35,167 | +64.1% | 1.99% | +35.0% |
| Q4 2018 | $1,301,000 | – | 21,435 | – | 1.47% | – |
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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% |