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 | $95,266 | -5.4% | 2,300 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $100,740 | -62.5% | 2,300 | -64.1% | 0.00% | -62.5% |
| Q1 2023 | $268,856 | +2140.5% | 6,412 | +1942.0% | 0.01% | – |
| Q3 2022 | $12,000 | -80.3% | 314 | -79.8% | 0.00% | -100.0% |
| Q2 2022 | $61,000 | -12.9% | 1,552 | +4.7% | 0.00% | 0.0% |
| Q1 2022 | $70,000 | -7.9% | 1,482 | +100.0% | 0.00% | 0.0% |
| Q4 2021 | $76,000 | +375.0% | 741 | +372.0% | 0.00% | +100.0% |
| Q3 2021 | $16,000 | 0.0% | 157 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $16,000 | 0.0% | 157 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $16,000 | +433.3% | 157 | +292.5% | 0.00% | – |
| Q3 2019 | $3,000 | -70.0% | 40 | -72.4% | 0.00% | -100.0% |
| Q2 2019 | $10,000 | +25.0% | 145 | +11.5% | 0.00% | 0.0% |
| Q4 2018 | $8,000 | -20.0% | 130 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $10,000 | 0.0% | 130 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $10,000 | -28.6% | 130 | -37.8% | 0.00% | 0.0% |
| Q1 2018 | $14,000 | 0.0% | 209 | +1.5% | 0.00% | 0.0% |
| Q4 2017 | $14,000 | – | 206 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Strategic Financial Planning, Inc. | 315,961 | $13,087,109 | 12.05% |
| Financial Advisors, LLC | 984,705 | $40,786,480 | 10.10% |
| RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 811,567 | $33,595,324 | 9.71% |
| FIDELIS iM, LLC | 385,576 | $15,971 | 9.36% |
| MONEYWISE, INC. | 355,217 | $14,713,088 | 9.23% |
| Mokosak Advisory Group, LLC | 497,025 | $20,587,051 | 8.37% |
| Waterford Advisors, LLC | 301,949 | $12,506,710 | 7.00% |
| MERIDIAN MANAGEMENT CO | 515,951 | $21,370,701 | 6.97% |
| ForthRight Wealth Management, LLC | 357,436 | $14,804,981 | 6.38% |
| MARSHALL FINANCIAL GROUP INC /ADV | 372,476 | $15,427,952 | 6.28% |