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 | $429,001 | -3.6% | 9,041 | 0.0% | 0.05% | -7.4% |
| Q1 2024 | $445,185 | +4.4% | 9,041 | +0.1% | 0.05% | -16.9% |
| Q4 2023 | $426,531 | +13.0% | 9,029 | -0.9% | 0.06% | +1.6% |
| Q3 2023 | $377,351 | -5.2% | 9,110 | +0.3% | 0.06% | -5.9% |
| Q2 2023 | $397,847 | +8.9% | 9,083 | +4.3% | 0.07% | +6.2% |
| Q1 2023 | $365,183 | +6.5% | 8,709 | +2.9% | 0.06% | -3.0% |
| Q4 2022 | $342,771 | +8.8% | 8,461 | +1.5% | 0.07% | +11.9% |
| Q3 2022 | $315,000 | -6.0% | 8,340 | -3.0% | 0.06% | -3.3% |
| Q2 2022 | $335,000 | +39.6% | 8,601 | +69.6% | 0.06% | -41.3% |
| Q1 2022 | $240,000 | -7.3% | 5,072 | +100.3% | 0.10% | -6.3% |
| Q4 2021 | $259,000 | – | 2,532 | – | 0.11% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Filbrandt Wealth Management, LLC | 374,051 | $24,441,000 | 19.47% |
| RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 170,384 | $11,133,000 | 12.93% |
| Strategic Financial Planning, Inc. | 167,381 | $10,937,000 | 12.18% |
| MONEYWISE, INC. | 213,638 | $13,959,000 | 11.18% |
| APPLETON GROUP, LLC | 138,536 | $9,052,000 | 10.90% |
| Marcum Wealth, LLC | 474,002 | $30,971,000 | 9.53% |
| Financial Advisors, LLC | 244,345 | $15,965,000 | 8.90% |
| Mokosak Advisory Group, LLC | 202,751 | $13,254,000 | 8.09% |
| MARSHALL FINANCIAL GROUP INC /ADV | 157,711 | $10,305,000 | 6.84% |
| Charles Schwab Investment Advisory, Inc. | 40,688,542 | $2,658,589,000 | 6.70% |