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 | $238,041 | -5.4% | 5,747 | 0.0% | 0.13% | -4.5% |
| Q2 2023 | $251,719 | -6.1% | 5,747 | -10.1% | 0.13% | -10.7% |
| Q1 2023 | $267,933 | -0.7% | 6,390 | -4.1% | 0.15% | -5.7% |
| Q4 2022 | $269,878 | +8.4% | 6,662 | +1.0% | 0.16% | +5.3% |
| Q3 2022 | $249,000 | -3.1% | 6,597 | -0.0% | 0.15% | +12.7% |
| Q2 2022 | $257,000 | -17.9% | 6,600 | 0.0% | 0.13% | -13.0% |
| Q1 2022 | $313,000 | -9.8% | 6,600 | +94.8% | 0.15% | -6.1% |
| Q4 2021 | $347,000 | – | 3,388 | – | 0.16% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| MONEYWISE, INC. | 429,490 | $20,341,000 | 13.40% |
| Strategic Financial Planning, Inc. | 293,115 | $13,882,000 | 11.54% |
| Financial Advisors, LLC | 766,284 | $36,291,000 | 11.33% |
| Ascension Capital Advisors, Inc. | 250,304 | $11,854,000 | 9.55% |
| RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 508,673 | $24,091,000 | 8.72% |
| FIDELIS iM, LLC | 304,946 | $14,442,000 | 8.49% |
| Mokosak Advisory Group, LLC | 432,932 | $20,505,000 | 8.31% |
| Marcum Wealth, LLC | 1,187,645 | $56,247,000 | 7.76% |
| MARSHALL FINANCIAL GROUP INC /ADV | 375,734 | $17,795,000 | 7.10% |
| Charles Schwab Investment Advisory, Inc. | 93,500,710 | $4,428,193,000 | 7.04% |