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 | $5,081,043 | -4.8% | 122,671 | +0.7% | 0.10% | -3.7% |
| Q2 2023 | $5,336,446 | +9.8% | 121,837 | +5.1% | 0.11% | +3.8% |
| Q1 2023 | $4,860,964 | +9.3% | 115,930 | +5.6% | 0.10% | +1.9% |
| Q4 2022 | $4,445,917 | +3.2% | 109,749 | -3.7% | 0.10% | +18.4% |
| Q3 2022 | $4,309,000 | -2.2% | 114,007 | +0.9% | 0.09% | +2.4% |
| Q2 2022 | $4,405,000 | -11.7% | 112,984 | +7.2% | 0.08% | -3.4% |
| Q1 2022 | $4,991,000 | -5.5% | 105,392 | +104.3% | 0.09% | -3.3% |
| Q4 2021 | $5,283,000 | +2.6% | 51,591 | +0.3% | 0.09% | -3.2% |
| Q3 2021 | $5,149,000 | +3.1% | 51,441 | +7.3% | 0.09% | +3.3% |
| Q2 2021 | $4,994,000 | +11.7% | 47,938 | +6.9% | 0.09% | +5.8% |
| Q1 2021 | $4,471,000 | +17.8% | 44,855 | +5.2% | 0.09% | +11.7% |
| Q4 2020 | $3,794,000 | +47.8% | 42,627 | +13.4% | 0.08% | +32.8% |
| Q3 2020 | $2,567,000 | +27.5% | 37,576 | +22.0% | 0.06% | +23.4% |
| Q2 2020 | $2,013,000 | +43.1% | 30,809 | +12.8% | 0.05% | +27.0% |
| Q1 2020 | $1,407,000 | -28.2% | 27,319 | +5.5% | 0.04% | -14.0% |
| Q4 2019 | $1,959,000 | +12.6% | 25,899 | +3.8% | 0.04% | +10.3% |
| Q3 2019 | $1,740,000 | +4.9% | 24,951 | +7.6% | 0.04% | +8.3% |
| Q2 2019 | $1,658,000 | +6.6% | 23,196 | +4.3% | 0.04% | +2.9% |
| Q1 2019 | $1,556,000 | +41.8% | 22,244 | +23.0% | 0.04% | +34.6% |
| Q4 2018 | $1,097,000 | -11.4% | 18,079 | +11.2% | 0.03% | -3.7% |
| Q3 2018 | $1,238,000 | +9.1% | 16,256 | +5.3% | 0.03% | +8.0% |
| Q2 2018 | $1,135,000 | +16.2% | 15,433 | +9.2% | 0.02% | +19.0% |
| Q1 2018 | $977,000 | +9.5% | 14,138 | +10.6% | 0.02% | +10.5% |
| Q4 2017 | $892,000 | – | 12,788 | – | 0.02% | – |
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% |