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 | $4,022,302 | -3.2% | 97,110 | +2.4% | 1.96% | -4.4% |
| Q2 2023 | $4,153,645 | +3.3% | 94,832 | -1.1% | 2.04% | -0.6% |
| Q1 2023 | $4,022,135 | +2.6% | 95,925 | -0.9% | 2.06% | -10.6% |
| Q4 2022 | $3,920,639 | +0.7% | 96,782 | -6.0% | 2.30% | -2.3% |
| Q3 2022 | $3,893,000 | +5.2% | 102,988 | +8.5% | 2.36% | +0.3% |
| Q2 2022 | $3,702,000 | -9.6% | 94,941 | +9.8% | 2.35% | -5.4% |
| Q1 2022 | $4,093,000 | +37.7% | 86,430 | +197.7% | 2.48% | +27.3% |
| Q4 2021 | $2,973,000 | +13.9% | 29,032 | +11.3% | 1.95% | -1.4% |
| Q3 2021 | $2,611,000 | +7.4% | 26,079 | +11.7% | 1.98% | -3.1% |
| Q2 2021 | $2,432,000 | +10.4% | 23,340 | +5.7% | 2.04% | -16.1% |
| Q1 2021 | $2,202,000 | +2.4% | 22,091 | -8.6% | 2.44% | -2.4% |
| Q4 2020 | $2,150,000 | +21.8% | 24,160 | -6.5% | 2.50% | +22.0% |
| Q3 2020 | $1,765,000 | -2.6% | 25,830 | -6.9% | 2.05% | +2.5% |
| Q2 2020 | $1,813,000 | +40.4% | 27,752 | +10.7% | 2.00% | +26.6% |
| Q1 2020 | $1,291,000 | -29.2% | 25,062 | +3.9% | 1.58% | -3.1% |
| Q4 2019 | $1,824,000 | – | 24,111 | – | 1.63% | – |
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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% |