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 | $771,406 | -8.1% | 18,624 | -2.8% | 0.08% | -5.7% |
| Q2 2023 | $838,945 | -17.9% | 19,154 | -21.4% | 0.09% | -20.2% |
| Q1 2023 | $1,022,337 | +14.6% | 24,382 | +10.7% | 0.11% | +7.9% |
| Q4 2022 | $892,233 | +8.1% | 22,025 | +0.9% | 0.10% | -1.9% |
| Q3 2022 | $825,000 | -2.5% | 21,829 | +0.6% | 0.10% | -1.0% |
| Q2 2022 | $846,000 | -17.4% | 21,695 | +0.4% | 0.10% | -11.9% |
| Q1 2022 | $1,024,000 | -7.1% | 21,614 | +100.9% | 0.12% | -16.3% |
| Q4 2021 | $1,102,000 | +2.2% | 10,757 | -0.1% | 0.14% | -10.2% |
| Q3 2021 | $1,078,000 | -4.8% | 10,767 | -0.9% | 0.16% | -11.8% |
| Q2 2021 | $1,132,000 | +4.5% | 10,866 | 0.0% | 0.18% | -3.3% |
| Q1 2021 | $1,083,000 | +12.0% | 10,866 | 0.0% | 0.18% | +2.2% |
| Q4 2020 | $967,000 | +27.4% | 10,866 | -2.2% | 0.18% | +10.4% |
| Q3 2020 | $759,000 | +4.5% | 11,111 | 0.0% | 0.16% | -6.3% |
| Q2 2020 | $726,000 | +27.6% | 11,111 | +0.6% | 0.17% | +10.8% |
| Q1 2020 | $569,000 | – | 11,042 | – | 0.16% | – |
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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% |