SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 875 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,455,358 | +50.6% | 30,671 | +52.6% | 0.02% | -47.9% |
| Q1 2024 | $966,339 | +51.8% | 20,094 | +49.1% | 0.05% | +41.2% |
| Q4 2023 | $636,558 | -20.0% | 13,475 | -29.9% | 0.03% | +47.8% |
| Q3 2023 | $796,111 | +186.6% | 19,221 | +203.0% | 0.02% | +35.3% |
| Q2 2023 | $277,813 | +50.0% | 6,343 | +43.6% | 0.02% | +30.8% |
| Q1 2023 | $185,177 | -8.0% | 4,416 | -11.1% | 0.01% | -18.8% |
| Q4 2022 | $201,349 | +37.9% | 4,970 | +28.3% | 0.02% | +23.1% |
| Q3 2022 | $146,000 | +7.4% | 3,874 | +10.7% | 0.01% | +18.2% |
| Q2 2022 | $136,000 | +86.3% | 3,498 | +126.1% | 0.01% | +120.0% |
| Q1 2022 | $73,000 | +2.8% | 1,547 | +123.2% | 0.01% | 0.0% |
| Q4 2021 | $71,000 | +97.2% | 693 | +90.4% | 0.01% | +66.7% |
| Q3 2021 | $36,000 | +100.0% | 364 | +111.6% | 0.00% | +200.0% |
| Q2 2021 | $18,000 | +5.9% | 172 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $17,000 | 0.0% | 172 | -8.0% | 0.00% | -50.0% |
| Q4 2020 | $17,000 | +41.7% | 187 | +6.9% | 0.00% | +100.0% |
| Q3 2020 | $12,000 | +9.1% | 175 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $11,000 | -98.2% | 175 | -98.6% | 0.00% | -98.9% |
| Q1 2020 | $627,000 | -43.1% | 12,175 | -32.9% | 0.09% | -46.8% |
| Q4 2018 | $1,101,000 | – | 18,139 | – | 0.17% | – |
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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% |