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 | $962,633 | +148.4% | 20,226 | +157.0% | 0.04% | +91.3% |
| Q1 2024 | $387,566 | -20.3% | 7,871 | -23.5% | 0.02% | -28.1% |
| Q4 2023 | $486,240 | +13.7% | 10,293 | -0.3% | 0.03% | 0.0% |
| Q3 2023 | $427,494 | -5.4% | 10,321 | 0.0% | 0.03% | -3.0% |
| Q2 2023 | $452,058 | +76.6% | 10,321 | +69.1% | 0.03% | +50.0% |
| Q1 2023 | $255,981 | +4.2% | 6,105 | +0.7% | 0.02% | -4.3% |
| Q4 2022 | $245,570 | -99.9% | 6,062 | 0.0% | 0.02% | +4.5% |
| Q3 2022 | $229,142,000 | -4.7% | 6,062 | -1.8% | 0.02% | -4.3% |
| Q2 2022 | $240,567,000 | -16.5% | 6,170 | +1.5% | 0.02% | +4.5% |
| Q1 2022 | $287,994,000 | -6.7% | 6,081 | +101.7% | 0.02% | -8.3% |
| Q4 2021 | $308,785,000 | +3.0% | 3,015 | +0.7% | 0.02% | -7.7% |
| Q3 2021 | $299,748,000 | -3.9% | 2,994 | 0.0% | 0.03% | -16.1% |
| Q2 2021 | $311,965,000 | -0.4% | 2,994 | -4.7% | 0.03% | -24.4% |
| Q1 2021 | $313,211,000 | +8.2% | 3,142 | -3.4% | 0.04% | 0.0% |
| Q4 2020 | $289,471,000 | -17.0% | 3,252 | -36.3% | 0.04% | -29.3% |
| Q3 2020 | $348,637,000 | -34.2% | 5,103 | -37.1% | 0.06% | -38.3% |
| Q2 2020 | $529,777,000 | +7.2% | 8,108 | -15.5% | 0.09% | -13.8% |
| Q1 2020 | $494,283,000 | -31.2% | 9,594 | +1.0% | 0.11% | -10.7% |
| Q4 2019 | $718,277,000 | +32.4% | 9,496 | +25.5% | 0.12% | +32.6% |
| Q2 2019 | $542,478,000 | +7.0% | 7,564 | +4.4% | 0.09% | +5.7% |
| Q1 2019 | $506,783,000 | +27.4% | 7,247 | +10.5% | 0.09% | +13.0% |
| Q4 2018 | $397,818,000 | – | 6,556 | – | 0.08% | – |
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% |