SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 952 filers reported holding SCHWAB STRATEGIC TR in Q2 2023. The put-call ratio across all filers is 0.21 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $559,297 | +0.0% | 10,875 | -4.2% | 0.49% | -10.0% |
| Q1 2024 | $559,210 | -8.9% | 11,357 | -12.6% | 0.54% | -22.6% |
| Q4 2023 | $614,112 | +17.8% | 13,000 | +3.3% | 0.70% | +8.2% |
| Q3 2023 | $521,368 | -7.9% | 12,587 | -2.7% | 0.65% | -15.3% |
| Q2 2023 | $566,368 | +1.7% | 12,931 | -2.7% | 0.76% | -4.5% |
| Q1 2023 | $556,981 | +4.5% | 13,284 | +1.0% | 0.80% | -2.9% |
| Q4 2022 | $532,807 | -7.0% | 13,152 | -1.1% | 0.82% | -4.0% |
| Q2 2022 | $573,000 | -12.3% | 13,300 | -3.5% | 0.86% | -2.8% |
| Q1 2022 | $653,000 | -9.7% | 13,784 | +95.3% | 0.88% | -5.4% |
| Q4 2021 | $723,000 | +1.5% | 7,058 | -0.8% | 0.93% | -6.0% |
| Q3 2021 | $712,000 | -4.2% | 7,116 | -0.3% | 0.99% | -5.6% |
| Q2 2021 | $743,000 | +4.6% | 7,135 | +0.1% | 1.05% | -5.5% |
| Q1 2021 | $710,000 | – | 7,127 | – | 1.11% | – |
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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% |