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 | $1,726,150 | -4.1% | 41,674 | +1.4% | 0.32% | +2.2% |
| Q2 2023 | $1,799,797 | +16.4% | 41,091 | +11.4% | 0.32% | +18.9% |
| Q1 2023 | $1,546,568 | +7.7% | 36,885 | +4.1% | 0.26% | +8.2% |
| Q4 2022 | $1,435,490 | -12.4% | 35,435 | -18.3% | 0.24% | -20.2% |
| Q3 2022 | $1,639,000 | +19.2% | 43,364 | +23.0% | 0.31% | +21.8% |
| Q2 2022 | $1,375,000 | +2544.2% | 35,268 | +3106.2% | 0.25% | +2700.0% |
| Q1 2022 | $52,000 | -7.1% | 1,100 | +100.0% | 0.01% | -18.2% |
| Q4 2021 | $56,000 | +1.8% | 550 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $55,000 | -35.3% | 550 | -32.4% | 0.01% | -38.9% |
| Q2 2021 | $85,000 | -60.3% | 814 | -62.0% | 0.02% | -64.7% |
| Q1 2021 | $214,000 | -82.2% | 2,144 | -84.1% | 0.05% | -83.7% |
| Q4 2020 | $1,201,000 | -41.6% | 13,499 | -55.2% | 0.31% | -45.7% |
| Q3 2020 | $2,058,000 | -43.7% | 30,126 | -46.1% | 0.58% | -43.3% |
| Q2 2020 | $3,655,000 | -32.1% | 55,941 | -46.5% | 1.02% | -43.1% |
| Q1 2020 | $5,382,000 | -31.9% | 104,472 | +0.1% | 1.78% | +4.6% |
| Q4 2019 | $7,898,000 | +5.8% | 104,418 | -2.4% | 1.71% | +1.6% |
| Q3 2019 | $7,462,000 | -4.0% | 107,014 | -1.6% | 1.68% | -4.4% |
| Q2 2019 | $7,776,000 | -1.2% | 108,790 | -3.3% | 1.76% | -4.7% |
| Q1 2019 | $7,869,000 | +14.6% | 112,525 | -0.6% | 1.84% | +0.1% |
| Q4 2018 | $6,868,000 | +57.6% | 113,179 | +97.8% | 1.84% | +71.9% |
| Q3 2018 | $4,358,000 | +9.2% | 57,218 | +5.5% | 1.07% | +13.9% |
| Q2 2018 | $3,990,000 | +18.2% | 54,238 | +11.1% | 0.94% | +9.8% |
| Q1 2018 | $3,375,000 | +19.8% | 48,817 | +20.8% | 0.86% | +4.5% |
| Q4 2017 | $2,818,000 | +9.1% | 40,402 | +5.4% | 0.82% | -1.7% |
| Q3 2017 | $2,583,000 | +8.2% | 38,342 | +2.6% | 0.83% | -5.2% |
| Q2 2017 | $2,388,000 | +15.1% | 37,369 | +13.4% | 0.88% | +6.3% |
| Q1 2017 | $2,075,000 | +484.5% | 32,948 | +470.6% | 0.83% | +315.6% |
| Q4 2016 | $355,000 | – | 5,774 | – | 0.20% | – |
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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% |