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 | $405,690 | -11.8% | 10,114 | -3.7% | 0.04% | -4.4% |
| Q2 2023 | $459,864 | +4.5% | 10,499 | +0.0% | 0.04% | +2.3% |
| Q1 2023 | $440,181 | +3.5% | 10,498 | 0.0% | 0.04% | -2.2% |
| Q4 2022 | $425,274 | +12.2% | 10,498 | +4.8% | 0.04% | +2.3% |
| Q3 2022 | $379,000 | -16.9% | 10,019 | -14.3% | 0.04% | -12.0% |
| Q2 2022 | $456,000 | +19.1% | 11,688 | +44.7% | 0.05% | +47.1% |
| Q1 2022 | $383,000 | -7.5% | 8,078 | +100.0% | 0.03% | -5.6% |
| Q4 2021 | $414,000 | +3.0% | 4,039 | -73.2% | 0.04% | -5.3% |
| Q3 2021 | $402,000 | +1.0% | 15,080 | +295.1% | 0.04% | 0.0% |
| Q2 2021 | $398,000 | -5.0% | 3,817 | -9.1% | 0.04% | -13.6% |
| Q1 2021 | $419,000 | +29.3% | 4,200 | +15.2% | 0.04% | +15.8% |
| Q4 2020 | $324,000 | +44.0% | 3,646 | +11.0% | 0.04% | +22.6% |
| Q3 2020 | $225,000 | +4.7% | 3,286 | 0.0% | 0.03% | -8.8% |
| Q2 2020 | $215,000 | -13.7% | 3,286 | 0.0% | 0.03% | -2.9% |
| Q4 2019 | $249,000 | +8.7% | 3,286 | 0.0% | 0.04% | 0.0% |
| Q3 2019 | $229,000 | -2.6% | 3,286 | 0.0% | 0.04% | -2.8% |
| Q2 2019 | $235,000 | +2.2% | 3,286 | 0.0% | 0.04% | 0.0% |
| Q1 2019 | $230,000 | -8.0% | 3,286 | 0.0% | 0.04% | -10.0% |
| Q3 2018 | $250,000 | +5.9% | 3,286 | +2.3% | 0.04% | +2.6% |
| Q2 2018 | $236,000 | – | 3,213 | – | 0.04% | – |
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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% |