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 2023 | $287 | -96.8% | 6,555 | -97.0% | 0.02% | -95.8% |
| Q1 2023 | $8,864 | 0.0% | 218,801 | 0.0% | 0.38% | 0.0% |
| Q4 2022 | $8,864 | -99.9% | 218,801 | +2.2% | 0.38% | +6.1% |
| Q3 2022 | $8,091,000 | +0.7% | 214,057 | +3.8% | 0.36% | +20.2% |
| Q2 2022 | $8,038,000 | -18.2% | 206,146 | -0.6% | 0.30% | -9.3% |
| Q1 2022 | $9,827,000 | +936.6% | 207,494 | +2141.7% | 0.33% | +1180.8% |
| Q4 2021 | $948,000 | +16.9% | 9,256 | +14.2% | 0.03% | 0.0% |
| Q3 2021 | $811,000 | +4.1% | 8,102 | +8.4% | 0.03% | 0.0% |
| Q2 2021 | $779,000 | +7.7% | 7,476 | +3.1% | 0.03% | -3.7% |
| Q1 2021 | $723,000 | +16.2% | 7,249 | +3.7% | 0.03% | +3.8% |
| Q4 2020 | $622,000 | +17.8% | 6,990 | -9.5% | 0.03% | +4.0% |
| Q3 2020 | $528,000 | +5.2% | 7,722 | +0.5% | 0.02% | -3.8% |
| Q2 2020 | $502,000 | +3.9% | 7,681 | -18.1% | 0.03% | -16.1% |
| Q1 2020 | $483,000 | -43.5% | 9,373 | -17.1% | 0.03% | -34.0% |
| Q4 2019 | $855,000 | -7.5% | 11,308 | -14.7% | 0.05% | -26.6% |
| Q3 2019 | $924,000 | -64.6% | 13,256 | -63.7% | 0.06% | -37.3% |
| Q2 2019 | $2,613,000 | +119.2% | 36,549 | +114.4% | 0.10% | +112.5% |
| Q1 2019 | $1,192,000 | +8.0% | 17,051 | -6.2% | 0.05% | -47.3% |
| Q4 2018 | $1,104,000 | -36.2% | 18,187 | -19.9% | 0.09% | +42.2% |
| Q3 2018 | $1,730,000 | -4.9% | 22,713 | -8.1% | 0.06% | -3.0% |
| Q2 2018 | $1,819,000 | +16.0% | 24,726 | +9.0% | 0.07% | +40.4% |
| Q1 2018 | $1,568,000 | +55.4% | 22,680 | +56.8% | 0.05% | +74.1% |
| Q4 2017 | $1,009,000 | +209.5% | 14,465 | +199.2% | 0.03% | +200.0% |
| Q3 2017 | $326,000 | – | 4,834 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Strategic Financial Planning, Inc. | 315,961 | $13,087,109 | 12.05% |
| Financial Advisors, LLC | 984,705 | $40,786,480 | 10.10% |
| RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 811,567 | $33,595,324 | 9.71% |
| FIDELIS iM, LLC | 385,576 | $15,971 | 9.36% |
| MONEYWISE, INC. | 355,217 | $14,713,088 | 9.23% |
| Mokosak Advisory Group, LLC | 497,025 | $20,587,051 | 8.37% |
| Waterford Advisors, LLC | 301,949 | $12,506,710 | 7.00% |
| MERIDIAN MANAGEMENT CO | 515,951 | $21,370,701 | 6.97% |
| ForthRight Wealth Management, LLC | 357,436 | $14,804,981 | 6.38% |
| MARSHALL FINANCIAL GROUP INC /ADV | 372,476 | $15,427,952 | 6.28% |