SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 875 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 | ||||
---|---|---|---|---|---|---|
Q2 2024 | $2,214,368 | -16.4% | 46,667 | -13.3% | 0.98% | -19.9% |
Q1 2024 | $2,649,920 | -27.5% | 53,816 | -30.4% | 1.22% | -36.7% |
Q4 2023 | $3,654,270 | +15.0% | 77,355 | +0.8% | 1.93% | +7.7% |
Q3 2023 | $3,177,743 | -6.3% | 76,720 | -0.9% | 1.80% | +3.5% |
Q2 2023 | $3,390,670 | +8.8% | 77,413 | +4.2% | 1.74% | +5.2% |
Q1 2023 | $3,115,933 | +2.1% | 74,313 | -1.3% | 1.65% | +2.5% |
Q4 2022 | $3,050,745 | +107.5% | 75,308 | +93.6% | 1.61% | +81.2% |
Q3 2022 | $1,470,000 | +3.7% | 38,892 | +6.9% | 0.89% | +14.1% |
Q2 2022 | $1,418,000 | -17.0% | 36,368 | +0.9% | 0.78% | +1.0% |
Q1 2022 | $1,708,000 | 0.0% | 36,054 | +116.1% | 0.77% | -3.8% |
Q4 2021 | $1,708,000 | +4.8% | 16,684 | +2.5% | 0.80% | -9.3% |
Q3 2021 | $1,630,000 | -1.7% | 16,284 | +2.3% | 0.88% | +1.8% |
Q2 2021 | $1,658,000 | +5.9% | 15,917 | +1.4% | 0.87% | -5.4% |
Q1 2021 | $1,565,000 | -11.8% | 15,698 | -21.2% | 0.92% | -19.9% |
Q4 2020 | $1,774,000 | +26.4% | 19,930 | -3.0% | 1.14% | +9.4% |
Q3 2020 | $1,404,000 | +3.9% | 20,556 | -0.6% | 1.04% | -13.2% |
Q2 2020 | $1,351,000 | +14.8% | 20,673 | +33.2% | 1.20% | +1.9% |
Q4 2019 | $1,177,000 | – | 15,520 | – | 1.18% | – |
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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% |