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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $304,963 | +17.3% | 6,456 | +2.9% | 0.01% | 0.0% |
| Q3 2023 | $259,977 | -11.7% | 6,277 | -6.6% | 0.01% | -8.3% |
| Q2 2023 | $294,278 | +3.4% | 6,719 | -1.0% | 0.01% | -7.7% |
| Q1 2023 | $284,495 | +8.2% | 6,785 | +4.6% | 0.01% | -7.1% |
| Q4 2022 | $262,817 | +7.3% | 6,488 | +0.1% | 0.01% | 0.0% |
| Q3 2022 | $245,000 | -3.2% | 6,479 | -0.1% | 0.01% | -12.5% |
| Q2 2022 | $253,000 | -17.6% | 6,488 | +0.1% | 0.02% | +14.3% |
| Q1 2022 | $307,000 | -13.0% | 6,479 | +87.7% | 0.01% | -17.6% |
| Q4 2021 | $353,000 | +12.4% | 3,452 | +10.0% | 0.02% | -29.2% |
| Q3 2021 | $314,000 | +3.3% | 3,138 | +7.7% | 0.02% | -4.0% |
| Q2 2021 | $304,000 | +7.0% | 2,915 | +2.4% | 0.02% | -10.7% |
| Q1 2021 | $284,000 | +9.7% | 2,848 | -2.1% | 0.03% | -9.7% |
| Q4 2020 | $259,000 | +13.1% | 2,910 | -13.2% | 0.03% | -6.1% |
| Q3 2020 | $229,000 | +11.2% | 3,354 | +6.6% | 0.03% | +3.1% |
| Q2 2020 | $206,000 | -11.6% | 3,146 | -3.4% | 0.03% | -23.8% |
| Q2 2019 | $233,000 | -0.9% | 3,258 | -2.9% | 0.04% | -4.5% |
| Q1 2019 | $235,000 | +5.4% | 3,356 | -8.7% | 0.04% | -2.2% |
| Q4 2018 | $223,000 | -37.5% | 3,677 | -21.6% | 0.04% | -42.3% |
| Q3 2018 | $357,000 | +3.5% | 4,690 | -8.3% | 0.08% | -12.4% |
| Q3 2017 | $345,000 | +27.3% | 5,115 | +20.7% | 0.09% | +21.9% |
| Q2 2017 | $271,000 | +21.5% | 4,237 | +19.7% | 0.07% | +12.3% |
| Q1 2017 | $223,000 | -0.4% | 3,540 | -2.6% | 0.06% | -3.0% |
| Q4 2016 | $224,000 | – | 3,635 | – | 0.07% | – |
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% |