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 | $140,621 | -4.6% | 3,395 | +0.9% | 0.08% | -16.0% |
| Q2 2023 | $147,343 | +11.7% | 3,364 | +7.0% | 0.09% | +8.0% |
| Q1 2023 | $131,870 | -9.7% | 3,145 | -12.9% | 0.09% | -12.1% |
| Q4 2022 | $146,000 | +16.8% | 3,612 | +9.4% | 0.10% | -2.0% |
| Q3 2022 | $125,000 | +3.3% | 3,303 | +6.4% | 0.10% | -1.0% |
| Q2 2022 | $121,000 | +86.2% | 3,105 | +125.0% | 0.10% | +117.0% |
| Q1 2022 | $65,000 | +10.2% | 1,380 | +140.0% | 0.05% | +9.3% |
| Q4 2021 | $59,000 | – | 575 | – | 0.04% | – |
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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% |