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 | $3,869,134 | +14.6% | 93,412 | +21.2% | 1.20% | +1.1% |
| Q2 2023 | $3,375,227 | -1.0% | 77,060 | -5.3% | 1.19% | -13.6% |
| Q1 2023 | $3,410,374 | +8.1% | 81,335 | +4.4% | 1.38% | -40.9% |
| Q4 2022 | $3,154,674 | +37.3% | 77,874 | +28.2% | 2.33% | +19.0% |
| Q3 2022 | $2,297,000 | +19.8% | 60,756 | +23.6% | 1.96% | +4.1% |
| Q2 2022 | $1,917,000 | -28.0% | 49,170 | -12.5% | 1.88% | +38.6% |
| Q1 2022 | $2,661,000 | +24.6% | 56,188 | +169.4% | 1.36% | +22.8% |
| Q4 2021 | $2,136,000 | +38.6% | 20,857 | +35.5% | 1.11% | +34.8% |
| Q3 2021 | $1,541,000 | +59.7% | 15,392 | +66.1% | 0.82% | +67.2% |
| Q2 2021 | $965,000 | +20.0% | 9,265 | +14.8% | 0.49% | +5.8% |
| Q1 2021 | $804,000 | +39.1% | 8,070 | +24.4% | 0.46% | +5.2% |
| Q4 2020 | $578,000 | +47.4% | 6,489 | +13.1% | 0.44% | +41.8% |
| Q3 2020 | $392,000 | +6.8% | 5,739 | +2.0% | 0.31% | -24.9% |
| Q2 2020 | $367,000 | +3.4% | 5,624 | -18.4% | 0.41% | -60.7% |
| Q1 2020 | $355,000 | -20.4% | 6,893 | +17.0% | 1.05% | +168.2% |
| Q4 2019 | $446,000 | – | 5,892 | – | 0.39% | – |
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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% |