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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $80,170 | +5.5% | 1,979 | -1.4% | 0.01% | 0.0% |
| Q3 2022 | $76,000 | +94.9% | 2,007 | +99.5% | 0.01% | +75.0% |
| Q2 2022 | $39,000 | +44.4% | 1,006 | +77.7% | 0.00% | +100.0% |
| Q1 2022 | $27,000 | +145.5% | 566 | +449.5% | 0.00% | +100.0% |
| Q4 2021 | $11,000 | -82.3% | 103 | -83.4% | 0.00% | -83.3% |
| Q3 2021 | $62,000 | +14.8% | 622 | +19.8% | 0.01% | 0.0% |
| Q2 2021 | $54,000 | -27.0% | 519 | -30.1% | 0.01% | -33.3% |
| Q1 2021 | $74,000 | -57.0% | 743 | -61.5% | 0.01% | -59.1% |
| Q4 2020 | $172,000 | +13.9% | 1,931 | -12.9% | 0.02% | -4.3% |
| Q3 2020 | $151,000 | -19.7% | 2,216 | -22.9% | 0.02% | -30.3% |
| Q2 2020 | $188,000 | -12.1% | 2,874 | -30.9% | 0.03% | -31.2% |
| Q1 2020 | $214,000 | -51.7% | 4,160 | -29.0% | 0.05% | -42.9% |
| Q4 2019 | $443,000 | +7.5% | 5,858 | -0.8% | 0.08% | -4.5% |
| Q3 2019 | $412,000 | -9.8% | 5,906 | -7.7% | 0.09% | -13.7% |
| Q2 2019 | $457,000 | -0.2% | 6,397 | -2.4% | 0.10% | -19.7% |
| Q1 2019 | $458,000 | -47.1% | 6,553 | -42.3% | 0.13% | -53.1% |
| Q3 2018 | $865,000 | +24.3% | 11,360 | +20.0% | 0.27% | +9.7% |
| Q2 2018 | $696,000 | +45.3% | 9,466 | +36.6% | 0.25% | +35.7% |
| Q1 2018 | $479,000 | -0.4% | 6,929 | +0.5% | 0.18% | -3.2% |
| Q4 2017 | $481,000 | – | 6,896 | – | 0.19% | – |
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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% |