SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 875 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 2024 | $5,758,518 | -1.5% | 121,360 | +2.2% | 0.08% | -8.1% |
| Q1 2024 | $5,847,987 | +31.8% | 118,765 | +26.5% | 0.09% | +13.2% |
| Q4 2023 | $4,436,684 | -35.8% | 93,918 | -43.8% | 0.08% | -39.7% |
| Q3 2023 | $6,916,008 | +31.5% | 166,973 | +39.1% | 0.13% | +31.2% |
| Q2 2023 | $5,259,006 | +2102.3% | 120,069 | +2008.3% | 0.10% | +1820.0% |
| Q1 2023 | $238,796 | +11.6% | 5,695 | +0.6% | 0.01% | -16.7% |
| Q3 2022 | $214,000 | -7.0% | 5,663 | +16.8% | 0.01% | 0.0% |
| Q1 2022 | $230,000 | -22.0% | 4,849 | +68.4% | 0.01% | -14.3% |
| Q4 2021 | $295,000 | – | 2,880 | – | 0.01% | – |
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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% |