SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 861 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is 0.20 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $547,685 | -4.1% | 11,542 | -0.4% | 0.12% | -2.5% |
| Q1 2024 | $570,808 | +4.9% | 11,592 | +0.6% | 0.12% | -2.4% |
| Q4 2023 | $544,291 | +20.1% | 11,522 | +5.3% | 0.12% | +3.3% |
| Q3 2023 | $453,283 | -5.4% | 10,944 | +0.1% | 0.12% | -5.5% |
| Q2 2023 | $478,983 | -9.1% | 10,936 | -13.0% | 0.13% | -14.2% |
| Q1 2023 | $527,054 | +4.2% | 12,570 | +0.7% | 0.15% | -2.0% |
| Q4 2022 | $505,770 | +4.5% | 12,485 | -2.4% | 0.15% | -3.2% |
| Q3 2022 | $484,000 | +0.6% | 12,794 | +3.8% | 0.16% | +3.3% |
| Q2 2022 | $481,000 | -99.9% | 12,326 | +0.0% | 0.15% | -9.0% |
| Q1 2022 | $584,000,000 | -43.7% | 12,325 | +21.7% | 0.17% | -75.4% |
| Q4 2021 | $1,037,000,000 | +104016.5% | 10,126 | +1.3% | 0.68% | +74.4% |
| Q1 2021 | $996,000 | +15.0% | 9,993 | +2.7% | 0.39% | +3.8% |
| Q4 2020 | $866,000 | +82.3% | 9,728 | +40.0% | 0.37% | +46.9% |
| Q3 2020 | $475,000 | – | 6,951 | – | 0.25% | – |
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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% |