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 | $138,260 | -5.4% | 3,338 | 0.0% | 0.01% | 0.0% |
Q2 2023 | $146,204 | +4.5% | 3,338 | 0.0% | 0.01% | 0.0% |
Q1 2023 | $139,962 | +3.5% | 3,338 | 0.0% | 0.01% | 0.0% |
Q4 2022 | $135,222 | +7.3% | 3,338 | 0.0% | 0.01% | 0.0% |
Q3 2022 | $126,000 | -3.1% | 3,338 | 0.0% | 0.01% | 0.0% |
Q2 2022 | $130,000 | -17.7% | 3,338 | 0.0% | 0.01% | 0.0% |
Q1 2022 | $158,000 | -9.7% | 3,338 | +95.5% | 0.01% | 0.0% |
Q4 2021 | $175,000 | +4.8% | 1,707 | +2.3% | 0.01% | -14.3% |
Q3 2021 | $167,000 | -4.0% | 1,669 | 0.0% | 0.01% | 0.0% |
Q2 2021 | $174,000 | +4.8% | 1,669 | 0.0% | 0.01% | -12.5% |
Q1 2021 | $166,000 | +11.4% | 1,669 | 0.0% | 0.02% | 0.0% |
Q4 2020 | $149,000 | – | 1,669 | – | 0.02% | – |
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% |