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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $7,321,000 | -67.7% | 187,756 | -60.7% | 1.43% | -61.6% |
| Q1 2022 | $22,649,000 | -10.6% | 478,230 | +93.3% | 3.72% | -4.4% |
| Q4 2021 | $25,339,000 | +3.6% | 247,451 | +1.2% | 3.89% | +22.7% |
| Q3 2021 | $24,470,000 | -2.5% | 244,457 | +1.5% | 3.17% | -21.1% |
| Q2 2021 | $25,097,000 | +3.8% | 240,896 | -0.7% | 4.01% | -6.9% |
| Q1 2021 | $24,172,000 | +6.5% | 242,521 | -4.9% | 4.31% | +0.0% |
| Q4 2020 | $22,691,000 | +26.7% | 254,952 | -2.7% | 4.31% | +16.4% |
| Q3 2020 | $17,904,000 | -7.1% | 262,058 | -11.1% | 3.70% | -10.9% |
| Q2 2020 | $19,269,000 | +56.7% | 294,900 | +23.6% | 4.16% | +34.0% |
| Q1 2020 | $12,295,000 | -31.9% | 238,662 | -0.1% | 3.10% | -21.2% |
| Q4 2019 | $18,063,000 | +5.0% | 238,789 | -3.2% | 3.94% | +0.5% |
| Q3 2019 | $17,203,000 | -3.8% | 246,720 | -1.4% | 3.92% | +0.8% |
| Q2 2019 | $17,884,000 | -1.1% | 250,205 | -3.2% | 3.88% | -1.5% |
| Q1 2019 | $18,081,000 | +78513.0% | 258,548 | +68846.1% | 3.95% | +26206.7% |
| Q4 2018 | $23,000 | -75.8% | 375 | -70.0% | 0.02% | -70.0% |
| Q3 2018 | $95,000 | +3.3% | 1,248 | 0.0% | 0.05% | +6.4% |
| Q2 2018 | $92,000 | +7.0% | 1,248 | 0.0% | 0.05% | +6.8% |
| Q1 2018 | $86,000 | -1.1% | 1,248 | 0.0% | 0.04% | +4.8% |
| Q4 2017 | $87,000 | +3.6% | 1,248 | 0.0% | 0.04% | 0.0% |
| Q3 2017 | $84,000 | +64.7% | 1,248 | +56.0% | 0.04% | +68.0% |
| Q2 2017 | $51,000 | – | 800 | – | 0.02% | – |
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% |