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 | $2,697,230 | -7.1% | 65,119 | -1.8% | 1.22% | +1.5% |
Q2 2023 | $2,903,879 | -24.4% | 66,299 | -27.6% | 1.20% | -26.7% |
Q1 2023 | $3,838,704 | +2.7% | 91,550 | -0.8% | 1.64% | -13.0% |
Q4 2022 | $3,738,031 | +5.0% | 92,274 | -2.0% | 1.88% | -6.1% |
Q3 2022 | $3,559,000 | -3.1% | 94,144 | -0.1% | 2.01% | +12.3% |
Q2 2022 | $3,674,000 | -15.8% | 94,228 | +2.3% | 1.79% | +4.4% |
Q1 2022 | $4,362,000 | -3.0% | 92,098 | +109.7% | 1.71% | -22.5% |
Q4 2021 | $4,498,000 | +6.2% | 43,929 | +3.8% | 2.21% | +26.2% |
Q3 2021 | $4,235,000 | +0.4% | 42,309 | +5.1% | 1.75% | +7.0% |
Q2 2021 | $4,220,000 | +5.3% | 40,249 | +0.1% | 1.64% | -7.8% |
Q1 2021 | $4,009,000 | +13.5% | 40,225 | +1.3% | 1.78% | +9.3% |
Q4 2020 | $3,533,000 | +23.9% | 39,693 | -4.9% | 1.62% | -2.2% |
Q3 2020 | $2,852,000 | +7.6% | 41,739 | +2.9% | 1.66% | -7.3% |
Q2 2020 | $2,651,000 | +35.0% | 40,575 | +6.4% | 1.79% | +20.5% |
Q1 2020 | $1,964,000 | +2.8% | 38,124 | +50.9% | 1.49% | +43.4% |
Q4 2019 | $1,911,000 | – | 25,269 | – | 1.04% | – |
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% |