SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 937 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $28,166 | +48.0% | 680 | +56.7% | 0.00% | – |
| Q2 2023 | $19,025 | +4.5% | 434 | 0.0% | 0.00% | – |
| Q1 2023 | $18,211 | +3.5% | 434 | 0.0% | 0.00% | – |
| Q4 2022 | $17,592 | +10.0% | 434 | 0.0% | 0.00% | – |
| Q3 2022 | $16,000 | -78.4% | 434 | -77.0% | 0.00% | -100.0% |
| Q2 2022 | $74,000 | +252.4% | 1,886 | +334.6% | 0.00% | – |
| Q1 2022 | $21,000 | -4.5% | 434 | +100.0% | 0.00% | – |
| Q4 2021 | $22,000 | 0.0% | 217 | 0.0% | 0.00% | -100.0% |
| Q3 2021 | $22,000 | -4.3% | 217 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $23,000 | -36.1% | 217 | -40.2% | 0.00% | 0.0% |
| Q1 2021 | $36,000 | +89.5% | 363 | +72.9% | 0.00% | 0.0% |
| Q4 2020 | $19,000 | +35.7% | 210 | 0.0% | 0.00% | – |
| Q3 2020 | $14,000 | 0.0% | 210 | 0.0% | 0.00% | – |
| Q2 2020 | $14,000 | +27.3% | 210 | 0.0% | 0.00% | – |
| Q1 2020 | $11,000 | -31.2% | 210 | 0.0% | 0.00% | -100.0% |
| Q4 2019 | $16,000 | -50.0% | 210 | -54.3% | 0.00% | 0.0% |
| Q3 2019 | $32,000 | +113.3% | 460 | +119.0% | 0.00% | 0.0% |
| Q2 2019 | $15,000 | – | 210 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Strategic Financial Planning, Inc. | 315,961 | $13,087,109 | 12.05% |
| Financial Advisors, LLC | 984,705 | $40,786,480 | 10.10% |
| RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 811,567 | $33,595,324 | 9.71% |
| FIDELIS iM, LLC | 385,576 | $15,971 | 9.36% |
| MONEYWISE, INC. | 355,217 | $14,713,088 | 9.23% |
| Mokosak Advisory Group, LLC | 497,025 | $20,587,051 | 8.37% |
| Waterford Advisors, LLC | 301,949 | $12,506,710 | 7.00% |
| MERIDIAN MANAGEMENT CO | 515,951 | $21,370,701 | 6.97% |
| ForthRight Wealth Management, LLC | 357,436 | $14,804,981 | 6.38% |
| MARSHALL FINANCIAL GROUP INC /ADV | 372,476 | $15,427,952 | 6.28% |