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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $204,208 | -4.6% | 4,662 | -8.9% | 0.01% | -6.7% |
| Q1 2023 | $214,017 | -99.0% | 5,120 | -99.0% | 0.02% | -99.2% |
| Q4 2022 | $21,022,910 | +7.6% | 514,008 | -0.6% | 1.95% | +18.5% |
| Q3 2022 | $19,542,000 | -11.8% | 516,977 | -9.0% | 1.65% | -7.2% |
| Q2 2022 | $22,153,000 | -19.1% | 568,168 | -1.7% | 1.77% | -3.4% |
| Q1 2022 | $27,380,000 | -25.5% | 578,130 | +61.1% | 1.84% | -34.5% |
| Q4 2021 | $36,747,000 | – | 358,853 | – | 2.80% | – |
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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% |