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 | $229,919 | -5.9% | 5,550 | -0.5% | 0.01% | 0.0% |
| Q2 2023 | $244,325 | +2.0% | 5,578 | -2.3% | 0.01% | -7.7% |
| Q1 2023 | $239,458 | +4.3% | 5,711 | +0.8% | 0.01% | +8.3% |
| Q4 2022 | $229,582 | +11.4% | 5,667 | +3.7% | 0.01% | +20.0% |
| Q3 2022 | $206,000 | -10.4% | 5,464 | -7.5% | 0.01% | -9.1% |
| Q2 2022 | $230,000 | -11.2% | 5,910 | +8.2% | 0.01% | -21.4% |
| Q1 2022 | $259,000 | -7.5% | 5,460 | +100.0% | 0.01% | -6.7% |
| Q4 2021 | $280,000 | +2.9% | 2,730 | 0.0% | 0.02% | -6.2% |
| Q3 2021 | $272,000 | -12.0% | 2,730 | -7.9% | 0.02% | -5.9% |
| Q2 2021 | $309,000 | +4.4% | 2,964 | 0.0% | 0.02% | -10.5% |
| Q1 2021 | $296,000 | +11.7% | 2,964 | 0.0% | 0.02% | +5.6% |
| Q4 2020 | $265,000 | +30.5% | 2,964 | 0.0% | 0.02% | +12.5% |
| Q3 2020 | $203,000 | -26.4% | 2,964 | -32.3% | 0.02% | -33.3% |
| Q1 2017 | $276,000 | – | 4,379 | – | 0.02% | – |
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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% |