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 | $1,440,001 | -5.4% | 34,766 | +0.0% | 0.34% | -1.5% |
| Q2 2023 | $1,522,171 | +3.8% | 34,753 | -0.6% | 0.34% | -2.6% |
| Q1 2023 | $1,466,731 | +3.1% | 34,980 | -0.4% | 0.35% | +1.7% |
| Q4 2022 | $1,422,607 | +7.2% | 35,117 | +0.0% | 0.34% | -0.3% |
| Q3 2022 | $1,327,000 | -3.8% | 35,101 | -0.8% | 0.34% | +3.9% |
| Q2 2022 | $1,380,000 | -18.3% | 35,395 | -0.8% | 0.33% | -1.5% |
| Q1 2022 | $1,690,000 | -16.4% | 35,691 | +80.8% | 0.34% | -3.4% |
| Q4 2021 | $2,021,000 | +2.4% | 19,737 | +0.1% | 0.35% | -7.0% |
| Q3 2021 | $1,974,000 | -3.8% | 19,720 | +0.1% | 0.37% | -1.3% |
| Q2 2021 | $2,053,000 | +3.0% | 19,702 | -1.5% | 0.38% | -0.3% |
| Q1 2021 | $1,993,000 | +12.3% | 19,993 | +0.2% | 0.38% | +10.8% |
| Q4 2020 | $1,775,000 | +40.8% | 19,949 | +8.1% | 0.34% | +24.7% |
| Q3 2020 | $1,261,000 | +4.7% | 18,453 | +0.1% | 0.28% | -3.8% |
| Q2 2020 | $1,204,000 | +66.1% | 18,434 | +31.0% | 0.29% | +47.4% |
| Q1 2020 | $725,000 | -30.8% | 14,068 | +1.5% | 0.19% | -11.8% |
| Q4 2019 | $1,048,000 | +12.0% | 13,855 | +3.2% | 0.22% | +0.9% |
| Q3 2019 | $936,000 | -1.1% | 13,428 | +1.5% | 0.22% | +2.8% |
| Q2 2019 | $946,000 | +21.0% | 13,228 | +18.3% | 0.21% | +17.8% |
| Q1 2019 | $782,000 | +59.3% | 11,178 | +38.2% | 0.18% | +37.4% |
| Q4 2018 | $491,000 | -15.6% | 8,089 | +5.8% | 0.13% | -0.8% |
| Q3 2018 | $582,000 | +91.4% | 7,647 | +85.2% | 0.13% | +76.0% |
| Q2 2018 | $304,000 | +28.8% | 4,128 | +20.9% | 0.08% | +25.0% |
| Q1 2018 | $236,000 | +26.9% | 3,414 | +27.9% | 0.06% | +25.0% |
| Q4 2017 | $186,000 | +3.9% | 2,669 | +0.4% | 0.05% | -11.1% |
| Q3 2017 | $179,000 | +75.5% | 2,658 | +65.8% | 0.05% | +68.8% |
| Q2 2017 | $102,000 | – | 1,603 | – | 0.03% | – |
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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% |