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 | $8,827,171 | -5.1% | 213,114 | +0.3% | 0.35% | -7.5% |
| Q2 2023 | $9,304,743 | +11.0% | 212,437 | +6.2% | 0.37% | +2.7% |
| Q1 2023 | $8,385,496 | +5.9% | 199,988 | +2.3% | 0.36% | -2.4% |
| Q4 2022 | $7,916,507 | +6.5% | 195,421 | -0.6% | 0.37% | -4.1% |
| Q3 2022 | $7,430,000 | -1.9% | 196,555 | +1.2% | 0.39% | -2.3% |
| Q2 2022 | $7,576,000 | -13.9% | 194,319 | +4.6% | 0.40% | -9.3% |
| Q1 2022 | $8,802,000 | -1.2% | 185,855 | +113.6% | 0.44% | -1.3% |
| Q4 2021 | $8,909,000 | +2.7% | 87,006 | +0.4% | 0.44% | -9.9% |
| Q3 2021 | $8,671,000 | -6.9% | 86,620 | -3.1% | 0.49% | -12.4% |
| Q2 2021 | $9,313,000 | +266.9% | 89,391 | +251.1% | 0.56% | +177.8% |
| Q1 2021 | $2,538,000 | -69.0% | 25,462 | -72.3% | 0.20% | -67.5% |
| Q4 2020 | $8,195,000 | +27.9% | 92,082 | -1.8% | 0.62% | +14.3% |
| Q3 2020 | $6,406,000 | +7.2% | 93,771 | +2.6% | 0.55% | -1.8% |
| Q2 2020 | $5,974,000 | +344.2% | 91,428 | +250.3% | 0.56% | +278.9% |
| Q1 2020 | $1,345,000 | +14.4% | 26,098 | +67.9% | 0.15% | +14.0% |
| Q4 2019 | $1,176,000 | -17.4% | 15,543 | -23.9% | 0.13% | -25.0% |
| Q3 2019 | $1,424,000 | +86.4% | 20,424 | +91.1% | 0.17% | +72.0% |
| Q2 2019 | $764,000 | +16.1% | 10,688 | +13.5% | 0.10% | +4.2% |
| Q1 2019 | $658,000 | +7.5% | 9,413 | -6.7% | 0.10% | -7.7% |
| Q4 2018 | $612,000 | -22.4% | 10,085 | -2.6% | 0.10% | -25.7% |
| Q3 2018 | $789,000 | +73.8% | 10,359 | +67.8% | 0.14% | +64.7% |
| Q2 2018 | $454,000 | +72.0% | 6,172 | +61.6% | 0.08% | +63.5% |
| Q1 2018 | $264,000 | – | 3,819 | – | 0.05% | – |
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% |