SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 741 filers reported holding SCHWAB STRATEGIC TR in Q4 2020. The put-call ratio across all filers is 0.77 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $364 | -4.7% | 8,776 | +0.7% | 0.06% | -1.8% |
| Q2 2023 | $382 | -3.3% | 8,711 | -7.6% | 0.06% | -8.1% |
| Q1 2023 | $395 | -20.5% | 9,425 | -23.1% | 0.06% | -26.2% |
| Q4 2022 | $497 | -99.9% | 12,262 | -25.1% | 0.08% | -20.0% |
| Q3 2022 | $619,000 | -21.8% | 16,368 | -19.4% | 0.10% | -16.7% |
| Q2 2022 | $792,000 | -71.1% | 20,320 | -64.9% | 0.13% | -65.9% |
| Q1 2022 | $2,738,000 | -17.4% | 57,819 | +78.5% | 0.37% | -12.1% |
| Q4 2021 | $3,316,000 | +3.1% | 32,386 | +0.8% | 0.42% | -2.8% |
| Q3 2021 | $3,216,000 | -5.0% | 32,129 | -1.2% | 0.43% | -4.4% |
| Q2 2021 | $3,386,000 | +5.8% | 32,504 | +1.2% | 0.45% | 0.0% |
| Q1 2021 | $3,200,000 | +9.0% | 32,104 | -2.6% | 0.45% | +0.2% |
| Q4 2020 | $2,935,000 | +40.8% | 32,975 | +8.1% | 0.45% | +19.0% |
| Q3 2020 | $2,084,000 | +12.6% | 30,498 | +7.7% | 0.38% | +2.7% |
| Q2 2020 | $1,850,000 | +42.2% | 28,318 | +12.1% | 0.37% | +18.6% |
| Q1 2020 | $1,301,000 | -29.4% | 25,258 | +3.7% | 0.31% | -12.6% |
| Q4 2019 | $1,842,000 | +11.0% | 24,358 | +2.3% | 0.36% | +1.4% |
| Q3 2019 | $1,660,000 | -2.5% | 23,803 | -0.1% | 0.35% | -2.2% |
| Q2 2019 | $1,703,000 | +0.7% | 23,828 | -1.5% | 0.36% | -3.5% |
| Q1 2019 | $1,691,000 | +21.6% | 24,188 | +5.5% | 0.37% | +9.4% |
| Q4 2018 | $1,391,000 | -32.8% | 22,929 | -15.6% | 0.34% | -23.4% |
| Q3 2018 | $2,070,000 | +1.6% | 27,171 | -1.9% | 0.44% | -2.2% |
| Q2 2018 | $2,038,000 | +10.5% | 27,705 | +3.8% | 0.45% | +10.2% |
| Q1 2018 | $1,845,000 | +14.4% | 26,688 | +15.4% | 0.41% | +18.1% |
| Q4 2017 | $1,613,000 | +6.7% | 23,130 | +3.0% | 0.35% | +2.9% |
| Q3 2017 | $1,512,000 | +34.0% | 22,448 | +27.2% | 0.34% | +29.4% |
| Q2 2017 | $1,128,000 | +16.5% | 17,643 | +14.8% | 0.26% | +10.1% |
| Q1 2017 | $968,000 | +17.3% | 15,373 | +14.6% | 0.24% | +6.7% |
| Q4 2016 | $825,000 | +31.0% | 13,419 | +22.6% | 0.22% | +37.7% |
| Q3 2016 | $630,000 | +6.1% | 10,948 | -0.3% | 0.16% | +3.8% |
| Q2 2016 | $594,000 | +7.6% | 10,986 | +3.5% | 0.16% | +1.3% |
| Q1 2016 | $552,000 | -37.2% | 10,616 | -37.1% | 0.15% | -31.6% |
| Q4 2015 | $879,000 | +3.8% | 16,878 | +1.3% | 0.22% | -3.8% |
| Q3 2015 | $847,000 | +5.2% | 16,667 | +18.9% | 0.23% | +19.4% |
| Q2 2015 | $805,000 | +1.8% | 14,012 | +2.0% | 0.20% | +2.1% |
| Q1 2015 | $791,000 | +3.8% | 13,736 | -0.7% | 0.19% | +2.1% |
| Q4 2014 | $762,000 | +32.3% | 13,830 | +23.4% | 0.19% | +27.9% |
| Q3 2014 | $576,000 | +11.0% | 11,204 | +18.4% | 0.15% | +13.1% |
| Q2 2014 | $519,000 | +34.8% | 9,465 | +31.6% | 0.13% | +28.7% |
| Q1 2014 | $385,000 | +65.9% | 7,192 | +62.5% | 0.10% | +65.6% |
| Q4 2013 | $232,000 | – | 4,426 | – | 0.06% | – |
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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% |