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 | $19,464,914 | -5.4% | 469,940 | 0.0% | 0.03% | +16.7% |
| Q2 2023 | $20,583,372 | +7.7% | 469,940 | +3.1% | 0.02% | -14.3% |
| Q1 2023 | $19,112,113 | +3.5% | 455,810 | 0.0% | 0.03% | -9.7% |
| Q4 2022 | $18,464,863 | -5.0% | 455,810 | -11.3% | 0.03% | -13.9% |
| Q3 2022 | $19,434,000 | -3.1% | 514,140 | 0.0% | 0.04% | +2.9% |
| Q2 2022 | $20,046,000 | -16.5% | 514,140 | 0.0% | 0.04% | +2.9% |
| Q1 2022 | $24,015,000 | -10.5% | 514,140 | +98.5% | 0.03% | -27.7% |
| Q4 2021 | $26,829,000 | +4.5% | 258,960 | +2.8% | 0.05% | -2.1% |
| Q3 2021 | $25,667,000 | -0.4% | 251,920 | +1.6% | 0.05% | -4.0% |
| Q2 2021 | $25,774,000 | +62.3% | 248,000 | +55.0% | 0.05% | +47.1% |
| Q1 2021 | $15,879,000 | – | 160,000 | – | 0.03% | – |
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% |