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 | $403,358 | -3.6% | 8,501 | 0.0% | 0.00% | 0.0% |
| Q1 2024 | $418,575 | +4.2% | 8,501 | 0.0% | 0.00% | 0.0% |
| Q4 2023 | $401,573 | +14.1% | 8,501 | 0.0% | 0.00% | 0.0% |
| Q3 2023 | $352,099 | -5.4% | 8,501 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $372,331 | +4.5% | 8,501 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $356,434 | -13.6% | 8,501 | -16.5% | 0.00% | -20.0% |
| Q4 2022 | $412,380 | +8.2% | 10,180 | +1.8% | 0.01% | 0.0% |
| Q3 2022 | $381,000 | -2.3% | 10,001 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $390,000 | -17.7% | 10,001 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $474,000 | -11.9% | 10,001 | +90.5% | 0.01% | -16.7% |
| Q4 2021 | $538,000 | +13.5% | 5,251 | +11.0% | 0.01% | 0.0% |
| Q3 2021 | $474,000 | -51.8% | 4,731 | -9.2% | 0.01% | 0.0% |
| Q2 2021 | $984,000 | +134.3% | 5,212 | +23.7% | 0.01% | +20.0% |
| Q1 2021 | $420,000 | – | 4,213 | – | 0.01% | – |
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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% |