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 | $662,867 | +91.9% | 16,003 | +102.9% | 0.00% | – |
Q2 2023 | $345,438 | -36.6% | 7,886 | -31.5% | 0.00% | – |
Q1 2022 | $545,000 | +43.8% | 11,515 | +211.0% | 0.00% | – |
Q4 2021 | $379,000 | +81.3% | 3,702 | +57.4% | 0.00% | – |
Q4 2020 | $209,000 | -37.6% | 2,352 | -54.1% | 0.00% | – |
Q2 2020 | $335,000 | +52.3% | 5,120 | +71.0% | 0.00% | – |
Q2 2018 | $220,000 | – | 2,994 | – | 0.00% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
MONEYWISE, INC. | 429,490 | $20,341,000 | 13.40% |
Strategic Financial Planning, Inc. | 293,115 | $13,882,000 | 11.54% |
Financial Advisors, LLC | 766,284 | $36,291,000 | 11.33% |
Ascension Capital Advisors, Inc. | 250,304 | $11,854,000 | 9.55% |
RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 508,673 | $24,091,000 | 8.72% |
FIDELIS iM, LLC | 304,946 | $14,442,000 | 8.49% |
Mokosak Advisory Group, LLC | 432,932 | $20,505,000 | 8.31% |
Marcum Wealth, LLC | 1,187,645 | $56,247,000 | 7.76% |
MARSHALL FINANCIAL GROUP INC /ADV | 375,734 | $17,795,000 | 7.10% |
Charles Schwab Investment Advisory, Inc. | 93,500,710 | $4,428,193,000 | 7.04% |