SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 637 filers reported holding SCHWAB STRATEGIC TR in Q3 2020. The put-call ratio across all filers is 1.10 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $12,562,000 | +38.8% | 192,259 | +9.4% | 0.78% | +13.5% |
| Q1 2020 | $9,050,000 | -29.3% | 175,664 | +3.8% | 0.68% | -7.6% |
| Q4 2019 | $12,801,000 | +27.5% | 169,241 | +17.5% | 0.74% | +16.2% |
| Q3 2019 | $10,042,000 | -0.3% | 144,006 | +2.1% | 0.64% | -5.8% |
| Q2 2019 | $10,077,000 | +6.1% | 140,983 | +3.8% | 0.68% | +14.6% |
| Q1 2019 | $9,498,000 | +12.0% | 135,821 | -2.8% | 0.59% | -6.1% |
| Q4 2018 | $8,480,000 | +92.0% | 139,742 | +141.0% | 0.63% | +100.0% |
| Q3 2018 | $4,417,000 | +10.3% | 57,988 | +6.5% | 0.31% | +2.6% |
| Q2 2018 | $4,006,000 | -99.9% | 54,453 | -0.1% | 0.31% | -2.2% |
| Q1 2018 | $3,767,048,000 | +114295.6% | 54,492 | +15.4% | 0.31% | +13.8% |
| Q4 2017 | $3,293,000 | +12.5% | 47,217 | +8.7% | 0.28% | +13.6% |
| Q3 2017 | $2,926,000 | +9.0% | 43,438 | +3.4% | 0.24% | -4.0% |
| Q2 2017 | $2,685,000 | +8.1% | 42,019 | +6.4% | 0.25% | +4.6% |
| Q1 2017 | $2,484,000 | +13.9% | 39,501 | +10.9% | 0.24% | +16.4% |
| Q4 2016 | $2,181,000 | -89.0% | 35,633 | +3.5% | 0.21% | +19.0% |
| Q3 2016 | $19,809,000 | +995.0% | 34,420 | +1.2% | 0.17% | -23.0% |
| Q2 2016 | $1,809,000 | +5.4% | 34,016 | +3.1% | 0.23% | -0.9% |
| Q1 2016 | $1,716,000 | +0.4% | 33,000 | +0.5% | 0.23% | -14.3% |
| Q4 2015 | $1,710,000 | +14.2% | 32,826 | +11.4% | 0.27% | +6.4% |
| Q3 2015 | $1,497,000 | +9.5% | 29,472 | +23.9% | 0.25% | +57.2% |
| Q2 2015 | $1,367,000 | +44.2% | 23,784 | +41.9% | 0.16% | +18.7% |
| Q1 2015 | $948,000 | – | 16,766 | – | 0.13% | – |
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% |