SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 631 filers reported holding SCHWAB STRATEGIC TR in Q3 2020. The put-call ratio across all filers is 1.10 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $370,069 | -4.4% | 8,935 | +1.1% | 0.01% | 0.0% |
| Q2 2023 | $387,146 | +9.7% | 8,839 | +5.1% | 0.01% | +8.3% |
| Q1 2023 | $352,787 | -15.3% | 8,414 | -18.2% | 0.01% | -25.0% |
| Q4 2022 | $416,635 | +3.4% | 10,285 | -3.6% | 0.02% | -5.9% |
| Q3 2022 | $403,000 | -2.9% | 10,664 | +0.2% | 0.02% | 0.0% |
| Q2 2022 | $415,000 | -5.9% | 10,643 | +6.0% | 0.02% | -5.6% |
| Q1 2022 | $441,000 | -21.5% | 10,044 | +82.9% | 0.02% | -10.0% |
| Q4 2021 | $562,000 | +0.2% | 5,492 | -2.1% | 0.02% | -9.1% |
| Q3 2021 | $561,000 | -4.6% | 5,609 | -0.6% | 0.02% | -4.3% |
| Q2 2021 | $588,000 | +6.3% | 5,641 | +1.7% | 0.02% | -4.2% |
| Q1 2021 | $553,000 | +10.4% | 5,548 | -1.5% | 0.02% | 0.0% |
| Q4 2020 | $501,000 | +45.6% | 5,631 | +11.9% | 0.02% | +26.3% |
| Q3 2020 | $344,000 | +10.3% | 5,032 | +5.5% | 0.02% | 0.0% |
| Q2 2020 | $312,000 | +41.2% | 4,769 | +11.0% | 0.02% | +18.8% |
| Q1 2020 | $221,000 | -26.3% | 4,296 | +8.2% | 0.02% | -11.1% |
| Q4 2019 | $300,000 | +7.9% | 3,969 | -0.6% | 0.02% | 0.0% |
| Q3 2019 | $278,000 | +10.3% | 3,991 | +13.1% | 0.02% | +12.5% |
| Q2 2019 | $252,000 | +10.5% | 3,530 | +8.3% | 0.02% | +6.7% |
| Q1 2019 | $228,000 | +159.1% | 3,258 | +181.6% | 0.02% | +200.0% |
| Q3 2018 | $88,000 | -80.6% | 1,157 | -85.9% | 0.01% | -89.1% |
| Q4 2014 | $453,000 | +8.1% | 8,210 | +0.7% | 0.05% | 0.0% |
| Q3 2014 | $419,000 | -53.8% | 8,150 | -50.7% | 0.05% | -52.6% |
| Q2 2014 | $907,000 | -14.9% | 16,540 | -16.8% | 0.10% | -19.2% |
| Q1 2014 | $1,066,000 | -24.6% | 19,890 | -26.2% | 0.12% | -28.6% |
| Q4 2013 | $1,414,000 | -1.0% | 26,935 | -9.1% | 0.17% | -12.0% |
| Q3 2013 | $1,428,000 | +41.9% | 29,620 | +29.5% | 0.19% | +24.0% |
| Q2 2013 | $1,006,000 | – | 22,865 | – | 0.15% | – |
Download | ||||||
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% |