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 | $237,178 | +6.6% | 4,998 | +10.6% | 0.08% | +8.0% |
Q1 2024 | $222,589 | -14.2% | 4,520 | -17.7% | 0.08% | -20.2% |
Q4 2023 | $259,506 | +7.3% | 5,493 | -5.9% | 0.09% | 0.0% |
Q3 2023 | $241,825 | -19.3% | 5,838 | -14.7% | 0.09% | -16.8% |
Q2 2023 | $299,699 | -8.7% | 6,842 | -12.6% | 0.11% | -12.4% |
Q1 2023 | $328,186 | -25.5% | 7,827 | -28.0% | 0.13% | -30.6% |
Q4 2022 | $440,314 | -6.9% | 10,869 | -13.2% | 0.19% | -13.5% |
Q3 2022 | $473,000 | -13.2% | 12,519 | -10.5% | 0.22% | -8.1% |
Q2 2022 | $545,000 | -22.3% | 13,992 | -5.5% | 0.23% | -10.3% |
Q1 2022 | $701,000 | -8.7% | 14,808 | +97.2% | 0.26% | -5.8% |
Q4 2021 | $768,000 | +2.9% | 7,509 | +0.7% | 0.28% | -4.8% |
Q3 2021 | $746,000 | -18.9% | 7,458 | -15.6% | 0.29% | -15.4% |
Q2 2021 | $920,000 | +5.9% | 8,835 | +1.3% | 0.34% | +0.6% |
Q1 2021 | $869,000 | +6.9% | 8,723 | -4.6% | 0.34% | +5.2% |
Q4 2020 | $813,000 | -50.3% | 9,141 | -61.9% | 0.32% | -50.5% |
Q3 2020 | $1,637,000 | +1.9% | 23,966 | -2.5% | 0.66% | -5.7% |
Q2 2020 | $1,606,000 | +24.3% | 24,592 | -2.0% | 0.70% | +6.9% |
Q1 2020 | $1,292,000 | -30.0% | 25,091 | +2.8% | 0.65% | -19.8% |
Q4 2019 | $1,846,000 | +11.0% | 24,410 | +2.3% | 0.81% | +4.9% |
Q3 2019 | $1,663,000 | -0.1% | 23,861 | +2.4% | 0.78% | +5.2% |
Q2 2019 | $1,664,000 | +2.9% | 23,292 | +0.7% | 0.74% | +6.8% |
Q1 2019 | $1,617,000 | +21.6% | 23,121 | +5.5% | 0.69% | +4.2% |
Q4 2018 | $1,330,000 | -7.6% | 21,922 | +16.1% | 0.66% | +4.4% |
Q3 2018 | $1,439,000 | +28.8% | 18,886 | +24.4% | 0.63% | +20.3% |
Q2 2018 | $1,117,000 | +19.8% | 15,182 | +12.6% | 0.53% | +7.1% |
Q1 2018 | $932,000 | +39.7% | 13,483 | +41.0% | 0.49% | -13.8% |
Q4 2017 | $667,000 | – | 9,562 | – | 0.57% | – |
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% |