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 | $2,497 | +2.0% | 60,276 | +7.8% | 0.62% | +7.8% |
| Q2 2023 | $2,448 | +7.1% | 55,889 | +2.5% | 0.57% | 0.0% |
| Q1 2023 | $2,286 | -3.6% | 54,511 | -6.9% | 0.57% | -9.0% |
| Q4 2022 | $2,372 | -99.9% | 58,558 | +5.2% | 0.63% | -26.9% |
| Q3 2022 | $2,103,000 | -30.8% | 55,639 | -28.6% | 0.86% | -26.5% |
| Q2 2022 | $3,038,000 | +14.6% | 77,918 | +39.2% | 1.17% | +33.7% |
| Q1 2022 | $2,650,000 | -9.6% | 55,958 | +95.4% | 0.88% | -1.6% |
| Q4 2021 | $2,932,000 | +6.5% | 28,635 | +4.1% | 0.89% | -2.3% |
| Q3 2021 | $2,752,000 | -0.4% | 27,494 | +3.7% | 0.91% | +1.4% |
| Q2 2021 | $2,762,000 | +8.5% | 26,514 | +3.8% | 0.90% | -17.3% |
| Q1 2021 | $2,545,000 | +26.9% | 25,533 | +13.3% | 1.09% | +17.9% |
| Q4 2020 | $2,005,000 | +35.1% | 22,528 | +3.7% | 0.92% | +20.5% |
| Q3 2020 | $1,484,000 | -37.9% | 21,724 | -40.6% | 0.77% | -42.5% |
| Q2 2020 | $2,389,000 | +28.4% | 36,556 | +1.2% | 1.33% | +7.1% |
| Q1 2020 | $1,860,000 | -31.6% | 36,106 | +0.4% | 1.24% | -11.4% |
| Q4 2019 | $2,721,000 | +13.8% | 35,971 | +4.9% | 1.40% | +4.4% |
| Q3 2019 | $2,392,000 | 0.0% | 34,306 | +2.5% | 1.34% | -2.9% |
| Q2 2019 | $2,392,000 | +7.5% | 33,463 | +5.1% | 1.38% | +3.5% |
| Q1 2019 | $2,226,000 | +22.8% | 31,828 | +6.6% | 1.34% | +5.4% |
| Q4 2018 | $1,812,000 | -22.7% | 29,863 | -2.9% | 1.27% | -9.8% |
| Q3 2018 | $2,343,000 | +5.5% | 30,760 | +2.0% | 1.41% | -0.8% |
| Q2 2018 | $2,220,000 | +39.6% | 30,170 | +31.2% | 1.42% | +34.8% |
| Q1 2018 | $1,590,000 | +14.6% | 22,995 | +15.6% | 1.05% | +20.2% |
| Q4 2017 | $1,388,000 | +7.3% | 19,900 | +3.6% | 0.88% | -3.8% |
| Q3 2017 | $1,294,000 | – | 19,200 | – | 0.91% | – |
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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% |