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 | $3,093 | -15.2% | 74,675 | -10.3% | 0.54% | -11.9% |
| Q2 2023 | $3,648 | +3.8% | 83,274 | -1.4% | 0.61% | -0.8% |
| Q1 2023 | $3,513 | -12.7% | 84,470 | -10.6% | 0.62% | -14.3% |
| Q4 2022 | $4,022 | -99.9% | 94,474 | -11.4% | 0.72% | -18.8% |
| Q3 2022 | $4,263,000 | -14.8% | 106,662 | -14.2% | 0.89% | -15.9% |
| Q2 2022 | $5,003,000 | -7.6% | 124,257 | +8.7% | 1.06% | +1.8% |
| Q1 2022 | $5,413,000 | +10.9% | 114,303 | +139.7% | 1.04% | +15.1% |
| Q4 2021 | $4,882,000 | +12.5% | 47,679 | +10.0% | 0.90% | +14.8% |
| Q3 2021 | $4,341,000 | +9.4% | 43,364 | +13.9% | 0.78% | +8.4% |
| Q2 2021 | $3,967,000 | +11.9% | 38,076 | +7.0% | 0.72% | +4.5% |
| Q1 2021 | $3,546,000 | +17.1% | 35,581 | +4.6% | 0.69% | +9.1% |
| Q4 2020 | $3,028,000 | +29.2% | 34,019 | -0.8% | 0.64% | +18.5% |
| Q3 2020 | $2,343,000 | -4.8% | 34,301 | -8.9% | 0.54% | -5.5% |
| Q2 2020 | $2,460,000 | -50.0% | 37,653 | -60.6% | 0.57% | -58.3% |
| Q1 2020 | $4,917,000 | -37.1% | 95,445 | -7.7% | 1.36% | -30.5% |
| Q4 2019 | $7,823,000 | +35.7% | 103,429 | +25.1% | 1.96% | +23.7% |
| Q3 2019 | $5,764,000 | -5.7% | 82,666 | -3.3% | 1.58% | -5.9% |
| Q2 2019 | $6,113,000 | +8.0% | 85,522 | +5.7% | 1.68% | +3.7% |
| Q1 2019 | $5,658,000 | +15.6% | 80,907 | +0.3% | 1.62% | +2.1% |
| Q4 2018 | $4,895,000 | -6.1% | 80,677 | +17.8% | 1.59% | -12.1% |
| Q3 2018 | $5,214,000 | +14.4% | 68,458 | +10.5% | 1.81% | +3.9% |
| Q2 2018 | $4,557,000 | +51.6% | 61,946 | +42.5% | 1.74% | +55.5% |
| Q1 2018 | $3,006,000 | +14.3% | 43,485 | +15.4% | 1.12% | +22.3% |
| Q4 2017 | $2,629,000 | +24.7% | 37,692 | +20.4% | 0.91% | +26.9% |
| Q3 2017 | $2,109,000 | -2.7% | 31,311 | -7.7% | 0.72% | -7.6% |
| Q2 2017 | $2,168,000 | -8.9% | 33,929 | -10.2% | 0.78% | -13.9% |
| Q1 2017 | $2,379,000 | -22.8% | 37,777 | -24.6% | 0.90% | -36.0% |
| Q4 2016 | $3,080,000 | +35.7% | 50,102 | +27.1% | 1.42% | +20.7% |
| Q3 2016 | $2,269,000 | +10.1% | 39,423 | +3.4% | 1.17% | +9.4% |
| Q2 2016 | $2,060,000 | +3.3% | 38,121 | -0.5% | 1.07% | +0.2% |
| Q1 2016 | $1,994,000 | -2.5% | 38,326 | -2.4% | 1.07% | -11.3% |
| Q4 2015 | $2,046,000 | +16.8% | 39,278 | +13.9% | 1.20% | +13.7% |
| Q3 2015 | $1,751,000 | -4.6% | 34,477 | +7.9% | 1.06% | +2.2% |
| Q2 2015 | $1,836,000 | +3.0% | 31,941 | +3.1% | 1.04% | -1.2% |
| Q1 2015 | $1,783,000 | +32.9% | 30,966 | +21.2% | 1.05% | +3.8% |
| Q4 2014 | $1,342,000 | – | 25,554 | – | 1.01% | – |
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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% |