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 | $250,467 | -5.4% | 6,047 | 0.0% | 0.04% | 0.0% |
| Q2 2023 | $264,859 | +4.5% | 6,047 | 0.0% | 0.04% | -2.6% |
| Q1 2023 | $253,551 | +248.9% | 6,047 | +237.1% | 0.04% | +216.7% |
| Q4 2022 | $72,675 | +6.9% | 1,794 | 0.0% | 0.01% | -14.3% |
| Q3 2022 | $68,000 | -2.9% | 1,794 | 0.0% | 0.01% | +7.7% |
| Q2 2022 | $70,000 | -17.6% | 1,794 | 0.0% | 0.01% | -18.8% |
| Q1 2022 | $85,000 | -7.6% | 1,794 | +100.0% | 0.02% | -11.1% |
| Q4 2021 | $92,000 | +2.2% | 897 | 0.0% | 0.02% | -5.3% |
| Q3 2021 | $90,000 | -3.2% | 897 | 0.0% | 0.02% | -5.0% |
| Q2 2021 | $93,000 | +4.5% | 897 | 0.0% | 0.02% | 0.0% |
| Q1 2021 | $89,000 | +11.2% | 897 | 0.0% | 0.02% | 0.0% |
| Q4 2020 | $80,000 | +31.1% | 897 | 0.0% | 0.02% | +5.3% |
| Q3 2020 | $61,000 | -18.7% | 897 | -22.5% | 0.02% | -24.0% |
| Q2 2020 | $75,000 | +25.0% | 1,158 | 0.0% | 0.02% | 0.0% |
| Q1 2020 | $60,000 | -31.0% | 1,158 | 0.0% | 0.02% | -43.2% |
| Q4 2019 | $87,000 | – | 1,158 | – | 0.04% | – |
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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% |