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 | $656,997 | -20.0% | 15,862 | -15.4% | 0.07% | -33.3% |
| Q2 2023 | $820,804 | +10.8% | 18,740 | +2.5% | 0.10% | -1.0% |
| Q4 2022 | $740,928 | +3.2% | 18,290 | -3.7% | 0.10% | -10.4% |
| Q3 2022 | $718,000 | -23.2% | 18,996 | -20.8% | 0.12% | -16.7% |
| Q2 2022 | $935,000 | -13.5% | 23,975 | +5.0% | 0.14% | -12.7% |
| Q1 2022 | $1,081,000 | -10.0% | 22,825 | +94.6% | 0.16% | -22.5% |
| Q4 2021 | $1,201,000 | -5.7% | 11,727 | -7.8% | 0.20% | -15.0% |
| Q3 2021 | $1,273,000 | -3.5% | 12,717 | +864.1% | 0.24% | -2.4% |
| Q2 2021 | $1,319,000 | +7.5% | 1,319 | -89.3% | 0.25% | +2.5% |
| Q1 2021 | $1,227,000 | +12.0% | 12,310 | 0.0% | 0.24% | +19.4% |
| Q4 2020 | $1,096,000 | +30.3% | 12,310 | 0.0% | 0.20% | +15.5% |
| Q3 2020 | $841,000 | +4.6% | 12,310 | 0.0% | 0.17% | -1.7% |
| Q2 2020 | $804,000 | +47.0% | 12,310 | +16.0% | 0.18% | +28.3% |
| Q1 2020 | $547,000 | +421.0% | 10,608 | +661.5% | 0.14% | +500.0% |
| Q4 2019 | $105,000 | – | 1,393 | – | 0.02% | – |
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% |