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 | $252,455 | -5.4% | 6,095 | 0.0% | 0.06% | -1.7% |
| Q2 2023 | $266,961 | +4.5% | 6,095 | 0.0% | 0.06% | -1.7% |
| Q1 2023 | $255,563 | +3.5% | 6,095 | 0.0% | 0.06% | -1.7% |
| Q4 2022 | $246,908 | +7.4% | 6,095 | 0.0% | 0.06% | +1.7% |
| Q3 2022 | $230,000 | -3.4% | 6,095 | 0.0% | 0.06% | -7.8% |
| Q2 2022 | $238,000 | -11.2% | 6,095 | +7.8% | 0.06% | -13.5% |
| Q1 2022 | $268,000 | -31.1% | 5,655 | +48.8% | 0.07% | -26.7% |
| Q4 2021 | $389,000 | -0.8% | 3,800 | -3.1% | 0.10% | -6.5% |
| Q3 2021 | $392,000 | -9.5% | 3,921 | -5.6% | 0.11% | -6.1% |
| Q2 2021 | $433,000 | +2.1% | 4,155 | -2.3% | 0.12% | -13.5% |
| Q1 2021 | $424,000 | +25.8% | 4,251 | +12.4% | 0.13% | +15.7% |
| Q4 2020 | $337,000 | – | 3,783 | – | 0.12% | – |
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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% |