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 2022 | $116,000 | -2.5% | 3,081 | +0.3% | 0.04% | -2.5% |
| Q2 2022 | $119,000 | -15.0% | 3,071 | +3.5% | 0.04% | +2.6% |
| Q1 2022 | $140,000 | -89.4% | 2,968 | -76.9% | 0.04% | -89.5% |
| Q4 2021 | $1,317,000 | +2.7% | 12,865 | +0.5% | 0.37% | -3.9% |
| Q3 2021 | $1,282,000 | -5.5% | 12,807 | -1.6% | 0.39% | -4.2% |
| Q2 2021 | $1,356,000 | +4.7% | 13,019 | +0.2% | 0.40% | -0.5% |
| Q1 2021 | $1,295,000 | -12.3% | 12,993 | -21.7% | 0.40% | -15.6% |
| Q4 2020 | $1,476,000 | +30.4% | 16,587 | +0.1% | 0.48% | +14.6% |
| Q3 2020 | $1,132,000 | +3.4% | 16,571 | -1.2% | 0.42% | +5.0% |
| Q2 2020 | $1,095,000 | -38.4% | 16,768 | -51.5% | 0.40% | -43.0% |
| Q1 2020 | $1,779,000 | -21.4% | 34,538 | +15.6% | 0.70% | -6.8% |
| Q4 2019 | $2,262,000 | +8.2% | 29,865 | -0.4% | 0.75% | +1.5% |
| Q3 2019 | $2,090,000 | -1.8% | 29,977 | +0.7% | 0.74% | -3.8% |
| Q2 2019 | $2,128,000 | +88.7% | 29,783 | +84.6% | 0.77% | +88.9% |
| Q1 2019 | $1,128,000 | +23.4% | 16,132 | +6.3% | 0.41% | +7.1% |
| Q4 2018 | $914,000 | -24.8% | 15,176 | -5.0% | 0.38% | -19.5% |
| Q3 2018 | $1,216,000 | -20.6% | 15,974 | -23.3% | 0.47% | -22.6% |
| Q2 2018 | $1,532,000 | +10.5% | 20,834 | +3.8% | 0.61% | +5.9% |
| Q1 2018 | $1,387,000 | +927.4% | 20,067 | +935.4% | 0.58% | +876.3% |
| Q4 2017 | $135,000 | +1025.0% | 1,938 | +920.0% | 0.06% | +883.3% |
| Q3 2017 | $12,000 | – | 190 | – | 0.01% | – |
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% |