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 | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $213,000 | +5.4% | 2,045 | +0.8% | 0.02% | 0.0% |
| Q1 2021 | $202,000 | -42.1% | 2,029 | -60.3% | 0.02% | -53.1% |
| Q3 2020 | $349,000 | -3.6% | 5,115 | -7.8% | 0.03% | -3.0% |
| Q2 2020 | $362,000 | -29.7% | 5,547 | -44.5% | 0.03% | -60.7% |
| Q1 2020 | $515,000 | -25.6% | 9,997 | +9.3% | 0.08% | -24.3% |
| Q4 2019 | $692,000 | +8.0% | 9,150 | -0.4% | 0.11% | +16.8% |
| Q3 2019 | $641,000 | -2.6% | 9,188 | -0.2% | 0.10% | -2.1% |
| Q2 2019 | $658,000 | +7.0% | 9,206 | +4.6% | 0.10% | +16.9% |
| Q1 2019 | $615,000 | +22.8% | 8,799 | +6.5% | 0.08% | +9.2% |
| Q4 2018 | $501,000 | +95.7% | 8,259 | +146.2% | 0.08% | +216.7% |
| Q3 2018 | $256,000 | +14.3% | 3,355 | +10.0% | 0.02% | -25.0% |
| Q2 2018 | $224,000 | -87.6% | 3,051 | -90.9% | 0.03% | -88.9% |
| Q2 2016 | $1,805,000 | +13.0% | 33,409 | +8.8% | 0.29% | +115.7% |
| Q1 2016 | $1,598,000 | +5.2% | 30,713 | +5.3% | 0.13% | -45.1% |
| Q4 2015 | $1,519,000 | -1.6% | 29,173 | -4.0% | 0.24% | 0.0% |
| Q3 2015 | $1,543,000 | -12.3% | 30,374 | -0.7% | 0.24% | -10.0% |
| Q2 2015 | $1,759,000 | -0.9% | 30,594 | -0.8% | 0.27% | -4.9% |
| Q1 2015 | $1,775,000 | +6.1% | 30,828 | +1.6% | 0.28% | -9.5% |
| Q4 2014 | $1,673,000 | – | 30,349 | – | 0.32% | – |
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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% |