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 | $323,325 | -32.2% | 7,806 | -28.3% | 0.21% | -30.7% |
Q2 2023 | $476,813 | +4.0% | 10,886 | -0.5% | 0.31% | +3.7% |
Q1 2023 | $458,652 | -2.9% | 10,938 | -6.2% | 0.30% | -6.3% |
Q4 2022 | $472,464 | -2.4% | 11,663 | -8.9% | 0.32% | -9.9% |
Q3 2022 | $484,000 | +332.1% | 12,796 | +343.7% | 0.35% | +352.6% |
Q2 2022 | $112,000 | -88.9% | 2,884 | -86.5% | 0.08% | -87.6% |
Q1 2022 | $1,012,000 | -29.6% | 21,360 | +52.1% | 0.63% | -25.6% |
Q4 2021 | $1,438,000 | -4.7% | 14,039 | -6.9% | 0.84% | -8.2% |
Q3 2021 | $1,509,000 | +9.3% | 15,076 | +13.8% | 0.92% | +5.2% |
Q2 2021 | $1,380,000 | +21.9% | 13,243 | +16.6% | 0.87% | +18.8% |
Q1 2021 | $1,132,000 | +22.4% | 11,356 | +9.3% | 0.74% | +1.0% |
Q4 2020 | $925,000 | +40.8% | 10,388 | +8.0% | 0.73% | +31.2% |
Q3 2020 | $657,000 | +14.9% | 9,622 | +9.9% | 0.56% | +11.9% |
Q2 2020 | $572,000 | +70.7% | 8,757 | +34.7% | 0.50% | +44.2% |
Q1 2020 | $335,000 | -21.5% | 6,503 | +15.2% | 0.34% | -5.2% |
Q4 2019 | $427,000 | – | 5,645 | – | 0.36% | – |
Download |
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% |