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 | $895,285 | -5.5% | 21,615 | -0.0% | 0.04% | +2.9% |
| Q2 2023 | $946,952 | -11.6% | 21,620 | -15.4% | 0.03% | -22.7% |
| Q1 2023 | $1,071,363 | -0.6% | 25,551 | -4.0% | 0.04% | -4.3% |
| Q4 2022 | $1,077,876 | +17.0% | 26,608 | +9.2% | 0.05% | -4.2% |
| Q3 2022 | $921,000 | +4.9% | 24,361 | +8.2% | 0.05% | +9.1% |
| Q2 2022 | $878,000 | -79.6% | 22,507 | -75.2% | 0.04% | -80.4% |
| Q1 2022 | $4,299,000 | -42.9% | 90,783 | +23.5% | 0.22% | -34.9% |
| Q4 2021 | $7,525,000 | +3.2% | 73,490 | +0.9% | 0.34% | +8.5% |
| Q3 2021 | $7,292,000 | -3.4% | 72,843 | +0.5% | 0.32% | -3.1% |
| Q2 2021 | $7,548,000 | +8.0% | 72,450 | +3.3% | 0.33% | -2.7% |
| Q1 2021 | $6,989,000 | +11.1% | 70,120 | -0.8% | 0.34% | +2.8% |
| Q4 2020 | $6,293,000 | +36.3% | 70,703 | +4.6% | 0.33% | +10.8% |
| Q3 2020 | $4,618,000 | -16.4% | 67,588 | -20.0% | 0.30% | -23.2% |
| Q2 2020 | $5,521,000 | +1437.9% | 84,489 | +1112.2% | 0.38% | +1063.6% |
| Q1 2020 | $359,000 | -94.1% | 6,970 | -91.3% | 0.03% | -91.7% |
| Q4 2019 | $6,074,000 | +117.6% | 80,296 | +100.6% | 0.40% | +100.0% |
| Q3 2019 | $2,791,000 | +9.8% | 40,028 | +12.5% | 0.20% | +3.1% |
| Q2 2019 | $2,542,000 | -40.0% | 35,569 | -41.3% | 0.19% | -41.9% |
| Q1 2019 | $4,236,000 | +639.3% | 60,575 | +541.2% | 0.33% | +492.9% |
| Q4 2018 | $573,000 | -78.5% | 9,447 | -73.0% | 0.06% | -73.8% |
| Q3 2018 | $2,668,000 | +4.7% | 35,030 | +1.1% | 0.21% | -4.9% |
| Q2 2018 | $2,549,000 | +39.5% | 34,654 | +31.1% | 0.22% | +27.1% |
| Q1 2018 | $1,827,000 | +0.2% | 26,427 | +1.1% | 0.18% | +0.6% |
| Q4 2017 | $1,823,000 | +6.8% | 26,139 | +3.2% | 0.18% | -2.8% |
| Q3 2017 | $1,707,000 | +5.5% | 25,340 | +0.1% | 0.18% | 0.0% |
| Q2 2017 | $1,618,000 | +0.6% | 25,316 | -0.9% | 0.18% | +2.8% |
| Q1 2017 | $1,609,000 | +3.6% | 25,548 | +1.1% | 0.18% | -2.2% |
| Q4 2016 | $1,553,000 | +7.7% | 25,260 | +0.8% | 0.18% | -6.7% |
| Q3 2016 | $1,442,000 | +10.8% | 25,053 | +4.0% | 0.19% | +10.9% |
| Q2 2016 | $1,302,000 | – | 24,100 | – | 0.17% | – |
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% |