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 | $361,052 | +6.2% | 8,717 | +12.3% | 0.14% | +11.1% |
| Q2 2023 | $340,098 | +21.0% | 7,765 | +15.8% | 0.13% | +12.5% |
| Q1 2023 | $281,177 | +4.8% | 6,706 | +1.3% | 0.11% | -3.4% |
| Q4 2022 | $268,259 | +2.8% | 6,622 | -4.1% | 0.12% | -2.5% |
| Q3 2022 | $261,000 | -5.8% | 6,908 | -2.9% | 0.12% | +2.6% |
| Q2 2022 | $277,000 | -76.3% | 7,114 | -71.1% | 0.12% | -70.2% |
| Q1 2022 | $1,167,000 | -7.3% | 24,646 | +100.5% | 0.39% | +4.6% |
| Q4 2021 | $1,259,000 | +8.5% | 12,294 | +6.1% | 0.37% | -2.9% |
| Q3 2021 | $1,160,000 | -5.6% | 11,589 | -1.8% | 0.38% | -5.7% |
| Q2 2021 | $1,229,000 | +4.3% | 11,801 | -0.1% | 0.41% | -4.0% |
| Q1 2021 | $1,178,000 | +43.3% | 11,814 | +28.0% | 0.42% | +32.6% |
| Q4 2020 | $822,000 | +50.5% | 9,232 | +15.5% | 0.32% | +41.8% |
| Q3 2020 | $546,000 | +6.0% | 7,993 | +1.4% | 0.22% | -1.7% |
| Q2 2020 | $515,000 | +56.1% | 7,883 | +80.5% | 0.23% | +62.4% |
| Q4 2019 | $330,000 | +7.8% | 4,368 | -0.4% | 0.14% | -0.7% |
| Q3 2019 | $306,000 | -26.4% | 4,384 | -24.6% | 0.14% | -24.9% |
| Q2 2019 | $416,000 | +100.0% | 5,814 | +95.0% | 0.19% | +89.0% |
| Q1 2019 | $208,000 | 0.0% | 2,981 | +9.4% | 0.10% | +6.4% |
| Q3 2018 | $208,000 | -36.2% | 2,726 | -56.4% | 0.09% | -70.9% |
| Q4 2015 | $326,000 | -59.6% | 6,259 | -60.6% | 0.32% | -61.9% |
| Q3 2015 | $806,000 | +51.5% | 15,877 | +71.7% | 0.85% | +56.0% |
| Q2 2015 | $532,000 | -0.4% | 9,247 | -0.3% | 0.54% | 0.0% |
| Q1 2015 | $534,000 | +17.9% | 9,272 | +12.7% | 0.54% | +17.3% |
| Q4 2014 | $453,000 | – | 8,228 | – | 0.46% | – |
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% |