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 | $10,858,087 | +12.7% | 262,146 | +19.2% | 0.15% | +12.4% |
| Q2 2023 | $9,630,715 | +13.4% | 219,879 | +4.9% | 0.14% | -11.0% |
| Q1 2023 | $8,492,430 | 0.0% | 209,638 | 0.0% | 0.15% | 0.0% |
| Q4 2022 | $8,492,430 | +12.6% | 209,638 | +5.0% | 0.15% | 0.0% |
| Q3 2022 | $7,545,000 | -1.5% | 199,606 | +1.6% | 0.15% | +2.0% |
| Q2 2022 | $7,659,000 | -8.0% | 196,433 | +11.8% | 0.15% | -7.9% |
| Q1 2022 | $8,321,000 | -8.7% | 175,695 | +97.4% | 0.16% | -6.8% |
| Q4 2021 | $9,115,000 | +3.2% | 89,016 | +0.9% | 0.18% | -2.8% |
| Q3 2021 | $8,830,000 | -4.5% | 88,210 | -0.6% | 0.18% | -18.8% |
| Q2 2021 | $9,243,000 | +9.3% | 88,719 | +4.6% | 0.22% | -46.5% |
| Q1 2021 | $8,458,000 | +3.0% | 84,855 | -8.0% | 0.42% | -3.2% |
| Q4 2020 | $8,213,000 | +2005.9% | 92,283 | +1516.2% | 0.43% | +1336.7% |
| Q3 2020 | $390,000 | +1.0% | 5,710 | -3.4% | 0.03% | -18.9% |
| Q2 2020 | $386,000 | +1.3% | 5,909 | -20.1% | 0.04% | 0.0% |
| Q1 2020 | $381,000 | +22.1% | 7,397 | +79.6% | 0.04% | +23.3% |
| Q4 2019 | $312,000 | +14.3% | 4,119 | +5.1% | 0.03% | 0.0% |
| Q3 2019 | $273,000 | -12.2% | 3,919 | -9.8% | 0.03% | -11.8% |
| Q2 2019 | $311,000 | +16.9% | 4,346 | +14.1% | 0.03% | 0.0% |
| Q1 2019 | $266,000 | -8.0% | 3,809 | -16.9% | 0.03% | -59.5% |
| Q1 2017 | $289,000 | +3.6% | 4,586 | -12.0% | 0.08% | -34.9% |
| Q1 2014 | $279,000 | – | 5,214 | – | 0.13% | – |
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% |