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 2021 | $320,000 | -3.9% | 3,201 | 0.0% | 0.03% | -2.9% |
| Q2 2021 | $333,000 | +4.4% | 3,201 | 0.0% | 0.03% | 0.0% |
| Q1 2021 | $319,000 | +1.3% | 3,201 | -9.5% | 0.03% | -5.6% |
| Q4 2020 | $315,000 | +30.2% | 3,538 | 0.0% | 0.04% | +16.1% |
| Q3 2020 | $242,000 | -9.0% | 3,538 | -13.1% | 0.03% | -11.4% |
| Q2 2020 | $266,000 | +11.8% | 4,070 | -11.8% | 0.04% | -2.8% |
| Q1 2020 | $238,000 | -37.2% | 4,617 | -8.0% | 0.04% | -21.7% |
| Q4 2019 | $379,000 | -5.0% | 5,017 | -12.2% | 0.05% | -13.2% |
| Q3 2019 | $399,000 | -13.1% | 5,717 | -10.9% | 0.05% | -13.1% |
| Q2 2019 | $459,000 | +2.2% | 6,417 | 0.0% | 0.06% | +3.4% |
| Q1 2019 | $449,000 | +15.4% | 6,417 | 0.0% | 0.06% | +15.7% |
| Q4 2018 | $389,000 | -20.4% | 6,417 | 0.0% | 0.05% | -8.9% |
| Q3 2018 | $489,000 | +3.6% | 6,417 | 0.0% | 0.06% | 0.0% |
| Q2 2018 | $472,000 | -24.2% | 6,417 | -28.8% | 0.06% | -26.3% |
| Q1 2018 | $623,000 | -21.3% | 9,018 | -20.6% | 0.08% | -20.8% |
| Q4 2017 | $792,000 | – | 11,357 | – | 0.10% | – |
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% |