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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $2,946,490 | -0.6% | 70,646 | -3.6% | 2.18% | -1.1% |
| Q4 2022 | $2,963,198 | -3.5% | 73,292 | -2.5% | 2.20% | -4.0% |
| Q3 2022 | $3,070,000 | +2.6% | 75,179 | -1.5% | 2.29% | +6.2% |
| Q2 2022 | $2,992,000 | -18.8% | 76,311 | -0.9% | 2.16% | -8.9% |
| Q1 2022 | $3,685,000 | -2.4% | 76,987 | +101.2% | 2.37% | -0.2% |
| Q4 2021 | $3,777,000 | +1.8% | 38,257 | +4.1% | 2.37% | -8.1% |
| Q3 2021 | $3,711,000 | -4.7% | 36,752 | -2.0% | 2.58% | -2.9% |
| Q2 2021 | $3,893,000 | +6.3% | 37,512 | +2.1% | 2.66% | -1.2% |
| Q1 2021 | $3,661,000 | +17.8% | 36,730 | +5.4% | 2.69% | +4.3% |
| Q4 2020 | $3,107,000 | +31.7% | 34,833 | +0.9% | 2.58% | +10.7% |
| Q3 2020 | $2,359,000 | +5.3% | 34,525 | +0.7% | 2.33% | +2.0% |
| Q2 2020 | $2,240,000 | +31.2% | 34,282 | -0.6% | 2.28% | +10.9% |
| Q1 2020 | $1,707,000 | -32.2% | 34,472 | +3.8% | 2.06% | -11.0% |
| Q4 2019 | $2,516,000 | +9.2% | 33,196 | +0.5% | 2.32% | +12.6% |
| Q3 2019 | $2,303,000 | -0.1% | 33,025 | +2.6% | 2.06% | -4.1% |
| Q2 2019 | $2,305,000 | +3.7% | 32,190 | +2.1% | 2.14% | +2.5% |
| Q1 2019 | $2,223,000 | +34.3% | 31,531 | +14.7% | 2.09% | +13.9% |
| Q4 2018 | $1,655,000 | -26.2% | 27,488 | -6.7% | 1.84% | -10.3% |
| Q3 2018 | $2,244,000 | +8.8% | 29,466 | +5.1% | 2.05% | +1.9% |
| Q2 2018 | $2,063,000 | – | 28,036 | – | 2.01% | – |
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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% |