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 | $2,445,667 | -4.5% | 59,046 | +1.0% | 1.38% | -2.8% |
| Q2 2023 | $2,561,756 | +4.4% | 58,488 | -0.1% | 1.42% | -3.1% |
| Q1 2023 | $2,454,048 | +3.2% | 58,527 | -0.3% | 1.46% | -4.5% |
| Q4 2022 | $2,378,797 | +11.9% | 58,721 | +4.4% | 1.53% | -0.8% |
| Q3 2022 | $2,125,000 | -0.2% | 56,226 | +2.9% | 1.54% | -1.3% |
| Q2 2022 | $2,130,000 | -17.8% | 54,636 | -0.2% | 1.56% | -4.4% |
| Q1 2022 | $2,592,000 | -12.2% | 54,728 | +89.8% | 1.64% | -6.9% |
| Q4 2021 | $2,953,000 | -1.6% | 28,833 | -3.8% | 1.76% | -9.1% |
| Q3 2021 | $3,001,000 | -6.6% | 29,980 | -2.8% | 1.94% | -8.5% |
| Q2 2021 | $3,213,000 | -1.2% | 30,837 | -4.3% | 2.12% | -4.7% |
| Q1 2021 | $3,252,000 | -3.1% | 32,234 | -8.7% | 2.22% | -11.5% |
| Q4 2020 | $3,357,000 | – | 35,292 | – | 2.51% | – |
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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% |