SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 808 filers reported holding SCHWAB STRATEGIC TR in Q1 2021. The put-call ratio across all filers is 0.43 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $473,000 | +30.3% | 5,320 | 0.0% | 0.23% | +15.3% |
| Q3 2020 | $363,000 | -6.2% | 5,320 | -10.1% | 0.20% | -16.8% |
| Q2 2020 | $387,000 | +24.0% | 5,919 | -2.1% | 0.24% | -3.9% |
| Q1 2020 | $312,000 | +13.9% | 6,047 | +67.2% | 0.25% | +53.0% |
| Q4 2019 | $274,000 | +8.7% | 3,616 | 0.0% | 0.17% | +3.1% |
| Q3 2019 | $252,000 | +1.6% | 3,616 | +4.2% | 0.16% | -3.0% |
| Q2 2019 | $248,000 | +13.2% | 3,470 | +10.9% | 0.17% | +9.2% |
| Q1 2019 | $219,000 | – | 3,129 | – | 0.15% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Strategic Financial Planning, Inc. | 315,961 | $13,087,109 | 12.05% |
| Financial Advisors, LLC | 984,705 | $40,786,480 | 10.10% |
| RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 811,567 | $33,595,324 | 9.71% |
| FIDELIS iM, LLC | 385,576 | $15,971 | 9.36% |
| MONEYWISE, INC. | 355,217 | $14,713,088 | 9.23% |
| Mokosak Advisory Group, LLC | 497,025 | $20,587,051 | 8.37% |
| Waterford Advisors, LLC | 301,949 | $12,506,710 | 7.00% |
| MERIDIAN MANAGEMENT CO | 515,951 | $21,370,701 | 6.97% |
| ForthRight Wealth Management, LLC | 357,436 | $14,804,981 | 6.38% |
| MARSHALL FINANCIAL GROUP INC /ADV | 372,476 | $15,427,952 | 6.28% |