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 | $439 | -5.4% | 10,603 | +0.1% | 0.02% | -5.6% |
Q2 2023 | $464 | +6.9% | 10,590 | +2.3% | 0.02% | 0.0% |
Q1 2023 | $434 | +3.6% | 10,354 | +0.1% | 0.02% | -5.3% |
Q4 2022 | $419 | -99.9% | 10,343 | +0.1% | 0.02% | -5.0% |
Q3 2022 | $390,000 | -3.0% | 10,330 | +0.2% | 0.02% | +5.3% |
Q2 2022 | $402,000 | -18.6% | 10,314 | -1.0% | 0.02% | -13.6% |
Q1 2022 | $494,000 | -3.9% | 10,422 | +107.7% | 0.02% | -4.3% |
Q4 2021 | $514,000 | +3.0% | 5,018 | +0.6% | 0.02% | -8.0% |
Q3 2021 | $499,000 | -5.5% | 4,989 | -1.5% | 0.02% | -7.4% |
Q2 2021 | $528,000 | +5.0% | 5,065 | +0.3% | 0.03% | 0.0% |
Q1 2021 | $503,000 | +12.3% | 5,049 | +0.3% | 0.03% | 0.0% |
Q4 2020 | $448,000 | +31.0% | 5,034 | +0.5% | 0.03% | +17.4% |
Q3 2020 | $342,000 | +56.9% | 5,009 | +49.8% | 0.02% | +43.8% |
Q2 2020 | $218,000 | +183.1% | 3,343 | +125.1% | 0.02% | +128.6% |
Q1 2020 | $77,000 | -31.2% | 1,485 | 0.0% | 0.01% | -12.5% |
Q4 2019 | $112,000 | +7.7% | 1,485 | 0.0% | 0.01% | 0.0% |
Q3 2019 | $104,000 | -8.0% | 1,485 | -5.9% | 0.01% | -11.1% |
Q2 2019 | $113,000 | +2.7% | 1,578 | 0.0% | 0.01% | -10.0% |
Q1 2019 | $110,000 | +14.6% | 1,578 | 0.0% | 0.01% | 0.0% |
Q4 2018 | $96,000 | -12.7% | 1,578 | +8.8% | 0.01% | 0.0% |
Q3 2018 | $110,000 | +2.8% | 1,450 | 0.0% | 0.01% | -9.1% |
Q2 2018 | $107,000 | +13.8% | 1,450 | +6.5% | 0.01% | +10.0% |
Q1 2018 | $94,000 | +13.3% | 1,362 | +14.0% | 0.01% | +11.1% |
Q4 2017 | $83,000 | +538.5% | 1,195 | +532.3% | 0.01% | +350.0% |
Q3 2017 | $13,000 | – | 189 | – | 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% |