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 | ||||
---|---|---|---|---|---|---|
Q3 2023 | $186,251 | -51.4% | 4,497 | +64.9% | 0.01% | -50.0% |
Q2 2023 | $383,456 | +348.5% | 2,727 | +33.7% | 0.02% | +300.0% |
Q1 2023 | $85,495 | -50.1% | 2,039 | -51.8% | 0.01% | -50.0% |
Q4 2022 | $171,484 | +27.0% | 4,233 | +17.9% | 0.01% | +11.1% |
Q3 2022 | $135,000 | -4.9% | 3,591 | -0.7% | 0.01% | +28.6% |
Q2 2022 | $142,000 | +21.4% | 3,617 | +46.1% | 0.01% | +40.0% |
Q1 2022 | $117,000 | -49.4% | 2,476 | +9.5% | 0.01% | -44.4% |
Q4 2021 | $231,000 | +5.5% | 2,262 | +4.9% | 0.01% | +12.5% |
Q3 2021 | $219,000 | +93.8% | 2,157 | +97.2% | 0.01% | +100.0% |
Q2 2021 | $113,000 | -34.3% | 1,094 | -35.1% | 0.00% | -20.0% |
Q1 2021 | $172,000 | +5.5% | 1,685 | 0.0% | 0.01% | -28.6% |
Q4 2020 | $163,000 | +154.7% | 1,685 | +75.9% | 0.01% | +133.3% |
Q3 2020 | $64,000 | +16.4% | 958 | +8.6% | 0.00% | 0.0% |
Q2 2020 | $55,000 | +1.9% | 882 | -18.0% | 0.00% | -25.0% |
Q1 2020 | $54,000 | -34.1% | 1,076 | -1.0% | 0.00% | 0.0% |
Q4 2019 | $82,000 | +5.1% | 1,087 | -4.2% | 0.00% | -20.0% |
Q3 2019 | $78,000 | +2.6% | 1,135 | +6.3% | 0.01% | 0.0% |
Q2 2019 | $76,000 | +85.4% | 1,068 | +80.4% | 0.01% | +66.7% |
Q1 2019 | $41,000 | -14.6% | 592 | -26.7% | 0.00% | -25.0% |
Q4 2018 | $48,000 | -22.6% | 808 | -0.9% | 0.00% | 0.0% |
Q3 2018 | $62,000 | +77.1% | 815 | +67.0% | 0.00% | +33.3% |
Q2 2018 | $35,000 | +6.1% | 488 | 0.0% | 0.00% | 0.0% |
Q1 2018 | $33,000 | -2.9% | 488 | -0.2% | 0.00% | 0.0% |
Q4 2017 | $34,000 | +13.3% | 489 | +7.2% | 0.00% | 0.0% |
Q3 2017 | $30,000 | +150.0% | 456 | +138.7% | 0.00% | +200.0% |
Q2 2017 | $12,000 | – | 191 | – | 0.00% | – |
Download |
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% |