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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $259 | +3.2% | 5,915 | -1.1% | 0.02% | 0.0% |
| Q1 2023 | $251 | -9.1% | 5,982 | -12.2% | 0.02% | -16.7% |
| Q4 2022 | $276 | -99.9% | 6,814 | +3.4% | 0.02% | 0.0% |
| Q3 2022 | $249,000 | -15.9% | 6,591 | -13.2% | 0.02% | -7.7% |
| Q2 2022 | $296,000 | -8.1% | 7,596 | +11.8% | 0.03% | +4.0% |
| Q1 2022 | $322,000 | -2.4% | 6,796 | +111.1% | 0.02% | -3.8% |
| Q4 2021 | $330,000 | -2.1% | 3,220 | -4.4% | 0.03% | -7.1% |
| Q3 2021 | $337,000 | -12.7% | 3,368 | -9.1% | 0.03% | -12.5% |
| Q2 2021 | $386,000 | -1.0% | 3,707 | -5.2% | 0.03% | -3.0% |
| Q1 2021 | $390,000 | +6.8% | 3,912 | -4.7% | 0.03% | -5.7% |
| Q4 2020 | $365,000 | +26.3% | 4,103 | -3.1% | 0.04% | +2.9% |
| Q3 2020 | $289,000 | -8.3% | 4,236 | -12.2% | 0.03% | -12.8% |
| Q2 2020 | $315,000 | +6.4% | 4,826 | -15.9% | 0.04% | -11.4% |
| Q1 2020 | $296,000 | -30.7% | 5,738 | +1.6% | 0.04% | -17.0% |
| Q4 2019 | $427,000 | +15.1% | 5,648 | +6.2% | 0.05% | +3.9% |
| Q3 2019 | $371,000 | +66.4% | 5,317 | +81.9% | 0.05% | +54.5% |
| Q3 2018 | $223,000 | – | 2,923 | – | 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% |