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 | $2 | 0.0% | 46 | 0.0% | 0.00% | 0.0% |
Q1 2024 | $2 | 0.0% | 46 | 0.0% | 0.00% | 0.0% |
Q4 2023 | $2 | +100.0% | 46 | 0.0% | 0.00% | – |
Q3 2023 | $1 | -50.0% | 46 | 0.0% | 0.00% | -100.0% |
Q2 2023 | $2 | +100.0% | 46 | 0.0% | 0.00% | – |
Q1 2023 | $1 | 0.0% | 46 | 0.0% | 0.00% | – |
Q4 2022 | $1 | -99.9% | 46 | 0.0% | 0.00% | – |
Q3 2022 | $1,000 | 0.0% | 46 | 0.0% | 0.00% | – |
Q2 2022 | $1,000 | -50.0% | 46 | 0.0% | 0.00% | -100.0% |
Q1 2022 | $2,000 | 0.0% | 46 | +100.0% | 0.00% | 0.0% |
Q4 2021 | $2,000 | 0.0% | 23 | 0.0% | 0.00% | 0.0% |
Q3 2021 | $2,000 | 0.0% | 23 | 0.0% | 0.00% | 0.0% |
Q2 2021 | $2,000 | 0.0% | 23 | 0.0% | 0.00% | 0.0% |
Q1 2021 | $2,000 | 0.0% | 23 | 0.0% | 0.00% | 0.0% |
Q4 2020 | $2,000 | +100.0% | 23 | 0.0% | 0.00% | 0.0% |
Q3 2020 | $1,000 | 0.0% | 23 | 0.0% | 0.00% | 0.0% |
Q2 2020 | $1,000 | 0.0% | 23 | 0.0% | 0.00% | 0.0% |
Q1 2020 | $1,000 | 0.0% | 23 | 0.0% | 0.00% | – |
Q4 2019 | $1,000 | -66.7% | 23 | -50.0% | 0.00% | -100.0% |
Q3 2019 | $3,000 | -25.0% | 46 | -30.3% | 0.00% | -33.3% |
Q2 2019 | $4,000 | -50.0% | 66 | -48.4% | 0.00% | -40.0% |
Q1 2019 | $8,000 | +14.3% | 128 | 0.0% | 0.01% | -16.7% |
Q4 2018 | $7,000 | -99.6% | 128 | -99.5% | 0.01% | -99.6% |
Q3 2018 | $1,874,000 | +3.4% | 24,611 | -0.2% | 1.38% | -2.1% |
Q2 2018 | $1,813,000 | – | 24,655 | – | 1.41% | – |
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% |