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 | $19,929 | -3.6% | 420 | 0.0% | 0.00% | – |
Q1 2024 | $20,681 | +4.2% | 420 | 0.0% | 0.00% | – |
Q4 2023 | $19,841 | +14.1% | 420 | 0.0% | 0.00% | – |
Q3 2023 | $17,396 | -11.5% | 420 | -6.5% | 0.00% | – |
Q2 2023 | $19,666 | +4.5% | 449 | 0.0% | 0.00% | – |
Q1 2023 | $18,827 | +10.7% | 449 | +6.9% | 0.00% | – |
Q4 2022 | $17,014 | +6.3% | 420 | 0.0% | 0.00% | – |
Q3 2022 | $16,000 | 0.0% | 420 | 0.0% | 0.00% | – |
Q2 2022 | $16,000 | -20.0% | 420 | 0.0% | 0.00% | – |
Q1 2022 | $20,000 | -9.1% | 420 | +100.0% | 0.00% | – |
Q4 2021 | $22,000 | -99.8% | 210 | -99.8% | 0.00% | -100.0% |
Q3 2021 | $11,134,000 | +50509.1% | 111,231 | +52867.1% | 0.00% | – |
Q2 2021 | $22,000 | +4.8% | 210 | 0.0% | 0.00% | – |
Q1 2021 | $21,000 | +10.5% | 210 | 0.0% | 0.00% | – |
Q4 2020 | $19,000 | -5.0% | 210 | -30.0% | 0.00% | – |
Q3 2020 | $20,000 | -87.2% | 300 | -87.0% | 0.00% | – |
Q2 2020 | $156,000 | – | 2,300 | – | 0.00% | – |
Download |
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% |