SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 937 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $386,537 | -7.1% | 9,327 | -1.8% | 0.02% | -4.2% |
| Q2 2023 | $416,175 | +4.0% | 9,501 | -0.5% | 0.02% | -4.0% |
| Q1 2023 | $400,232 | +2.2% | 9,545 | -1.3% | 0.02% | -10.7% |
| Q4 2022 | $391,685 | +7.6% | 9,669 | +0.4% | 0.03% | -6.7% |
| Q3 2022 | $364,000 | -99.9% | 9,633 | +0.3% | 0.03% | +7.1% |
| Q2 2022 | $374,635,000 | +81877.0% | 9,608 | -0.5% | 0.03% | -6.7% |
| Q1 2022 | $457,000 | -9.7% | 9,654 | +95.1% | 0.03% | -9.1% |
| Q4 2021 | $506,000 | +2.6% | 4,949 | +0.3% | 0.03% | -5.7% |
| Q3 2021 | $493,000 | -6.1% | 4,932 | -2.2% | 0.04% | -16.7% |
| Q2 2021 | $525,000 | -3.8% | 5,042 | -8.1% | 0.04% | -8.7% |
| Q1 2021 | $546,000 | -3.5% | 5,486 | -13.8% | 0.05% | -25.8% |
| Q4 2020 | $566,000 | – | 6,367 | – | 0.06% | – |
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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% |