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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $360,000 | +407.0% | 3,513 | +396.9% | 0.02% | +316.7% |
| Q3 2021 | $71,000 | -35.5% | 707 | -33.1% | 0.01% | -33.3% |
| Q2 2021 | $110,000 | +69.2% | 1,057 | +63.1% | 0.01% | +50.0% |
| Q1 2021 | $65,000 | +47.7% | 648 | 0.0% | 0.01% | +20.0% |
| Q3 2020 | $44,000 | -40.5% | 648 | -33.7% | 0.01% | -44.4% |
| Q4 2019 | $74,000 | +39.6% | 978 | +28.3% | 0.01% | +28.6% |
| Q3 2019 | $53,000 | -30.3% | 762 | -28.0% | 0.01% | -30.0% |
| Q2 2019 | $76,000 | +20.6% | 1,058 | +16.8% | 0.01% | +11.1% |
| Q1 2019 | $63,000 | +5.0% | 906 | -9.1% | 0.01% | -10.0% |
| Q4 2018 | $60,000 | -27.7% | 997 | -8.4% | 0.01% | -9.1% |
| Q3 2018 | $83,000 | +453.3% | 1,088 | +418.1% | 0.01% | +450.0% |
| Q2 2018 | $15,000 | -6.2% | 210 | -10.6% | 0.00% | 0.0% |
| Q1 2018 | $16,000 | -68.6% | 235 | -68.0% | 0.00% | -71.4% |
| Q4 2017 | $51,000 | -32.9% | 735 | -49.3% | 0.01% | -53.3% |
| Q4 2015 | $76,000 | -1.3% | 1,450 | -4.9% | 0.02% | 0.0% |
| Q3 2015 | $77,000 | -74.8% | 1,525 | -71.3% | 0.02% | -72.7% |
| Q2 2015 | $305,000 | -57.4% | 5,310 | -57.3% | 0.06% | -59.3% |
| Q1 2015 | $716,000 | -70.1% | 12,430 | -71.4% | 0.14% | -71.5% |
| Q4 2014 | $2,397,000 | -53.0% | 43,495 | -56.1% | 0.47% | -57.0% |
| Q3 2014 | $5,096,000 | +2.8% | 99,135 | +9.6% | 1.10% | +0.4% |
| Q2 2014 | $4,956,000 | +29.7% | 90,415 | +26.9% | 1.10% | +21.8% |
| Q1 2014 | $3,820,000 | +3645.1% | 71,275 | +3583.5% | 0.90% | +3508.0% |
| Q4 2013 | $102,000 | +436.8% | 1,935 | +402.6% | 0.02% | +400.0% |
| Q3 2013 | $19,000 | +11.8% | 385 | 0.0% | 0.01% | 0.0% |
| Q2 2013 | $17,000 | – | 385 | – | 0.01% | – |
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% |