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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $2,579,000 | -47.4% | 54,450 | +13.6% | 0.94% | +9.2% |
| Q4 2021 | $4,907,000 | +77.9% | 47,923 | +73.9% | 0.86% | -22.0% |
| Q3 2021 | $2,758,000 | -4.2% | 27,553 | -0.3% | 1.11% | +55.3% |
| Q2 2021 | $2,878,000 | +6.4% | 27,623 | +1.8% | 0.71% | +0.3% |
| Q1 2021 | $2,706,000 | +1201.0% | 27,146 | +1060.6% | 0.71% | +860.8% |
| Q4 2020 | $208,000 | -63.2% | 2,339 | -71.7% | 0.07% | -65.7% |
| Q3 2020 | $565,000 | +13.9% | 8,269 | +9.0% | 0.22% | +1.9% |
| Q2 2020 | $496,000 | – | 7,589 | – | 0.21% | – |
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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% |