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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $636,078 | +3.2% | 15,170 | -0.3% | 0.42% | -2.1% |
| Q4 2022 | $616,562 | +2.1% | 15,220 | -4.8% | 0.43% | +2.4% |
| Q3 2022 | $604,000 | -3.7% | 15,990 | -0.6% | 0.42% | +2.7% |
| Q2 2022 | $627,000 | -17.7% | 16,090 | 0.0% | 0.41% | -1.2% |
| Q1 2022 | $762,000 | -7.0% | 16,090 | +101.3% | 0.42% | -4.3% |
| Q4 2021 | $819,000 | +3.9% | 7,995 | +1.5% | 0.44% | -3.5% |
| Q3 2021 | $788,000 | +54.2% | 7,875 | +5.2% | 0.45% | +6.1% |
| Q3 2020 | $511,000 | +4.5% | 7,485 | 0.0% | 0.43% | -3.2% |
| Q2 2020 | $489,000 | +9.4% | 7,485 | -13.8% | 0.44% | -14.0% |
| Q1 2020 | $447,000 | -31.4% | 8,685 | +0.8% | 0.51% | -10.8% |
| Q4 2019 | $652,000 | +6.4% | 8,615 | -1.9% | 0.58% | -0.5% |
| Q3 2019 | $613,000 | -1.0% | 8,785 | +1.5% | 0.58% | -2.4% |
| Q2 2019 | $619,000 | -1.0% | 8,655 | +5.1% | 0.59% | -8.1% |
| Q2 2018 | $625,000 | +12.6% | 8,235 | +2.6% | 0.64% | -12.1% |
| Q1 2018 | $555,000 | – | 8,025 | – | 0.73% | – |
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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% |