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 2021 | $34,000 | +126.7% | 341 | +141.8% | 0.00% | +100.0% |
| Q2 2021 | $15,000 | -73.7% | 141 | -75.4% | 0.00% | -50.0% |
| Q1 2021 | $57,000 | +200.0% | 573 | +169.0% | 0.00% | +100.0% |
| Q4 2020 | $19,000 | +216.7% | 213 | +126.6% | 0.00% | +100.0% |
| Q3 2020 | $6,000 | -14.3% | 94 | -6.0% | 0.00% | 0.0% |
| Q2 2020 | $7,000 | +600.0% | 100 | +270.4% | 0.00% | – |
| Q1 2020 | $1,000 | -75.0% | 27 | -50.9% | 0.00% | – |
| Q4 2019 | $4,000 | +100.0% | 55 | +120.0% | 0.00% | – |
| Q3 2019 | $2,000 | 0.0% | 25 | -19.4% | 0.00% | – |
| Q2 2019 | $2,000 | 0.0% | 31 | +24.0% | 0.00% | – |
| Q1 2019 | $2,000 | 0.0% | 25 | 0.0% | 0.00% | – |
| Q4 2018 | $2,000 | 0.0% | 25 | 0.0% | 0.00% | – |
| Q3 2018 | $2,000 | 0.0% | 25 | 0.0% | 0.00% | – |
| Q2 2018 | $2,000 | -99.9% | 25 | 0.0% | 0.00% | – |
| Q1 2018 | $1,728,000 | -0.9% | 25 | 0.0% | 0.00% | – |
| Q4 2017 | $1,744,000 | +3.6% | 25 | 0.0% | 0.00% | – |
| Q3 2017 | $1,684,000 | +5.4% | 25 | 0.0% | 0.00% | – |
| Q2 2017 | $1,598,000 | +1.5% | 25 | 0.0% | 0.00% | – |
| Q1 2017 | $1,575,000 | +2.5% | 25 | 0.0% | 0.00% | – |
| Q4 2016 | $1,537,000 | +6.8% | 25 | 0.0% | 0.00% | – |
| Q3 2016 | $1,439,000 | -84.4% | 25 | -85.4% | 0.00% | -100.0% |
| Q2 2016 | $9,239,000 | +593.6% | 171 | +584.0% | 0.00% | – |
| Q1 2016 | $1,332,000 | +133100.0% | 25 | 0.0% | 0.00% | – |
| Q4 2015 | $1,000 | 0.0% | 25 | 0.0% | 0.00% | – |
| Q3 2015 | $1,000 | – | 25 | – | 0.00% | – |
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% |