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 | $621,590 | -4.7% | 15,007 | +0.8% | 0.04% | -4.5% |
| Q2 2023 | $651,963 | +3.5% | 14,885 | -0.9% | 0.04% | -4.3% |
| Q1 2023 | $629,789 | +5.5% | 15,020 | +1.9% | 0.05% | +2.2% |
| Q4 2022 | $596,996 | +7.2% | 14,737 | 0.0% | 0.04% | +4.7% |
| Q3 2022 | $557,000 | -3.5% | 14,737 | -0.4% | 0.04% | +2.4% |
| Q2 2022 | $577,000 | -17.6% | 14,791 | 0.0% | 0.04% | -6.7% |
| Q1 2022 | $700,000 | -7.5% | 14,791 | +100.0% | 0.04% | -10.0% |
| Q4 2021 | $757,000 | +2.2% | 7,396 | -0.0% | 0.05% | -10.7% |
| Q3 2021 | $741,000 | -4.1% | 7,399 | -0.2% | 0.06% | 0.0% |
| Q2 2021 | $773,000 | +5.3% | 7,416 | +0.7% | 0.06% | -1.8% |
| Q1 2021 | $734,000 | +11.9% | 7,368 | 0.0% | 0.06% | +1.8% |
| Q4 2020 | $656,000 | +30.4% | 7,368 | 0.0% | 0.06% | +16.7% |
| Q3 2020 | $503,000 | +4.6% | 7,368 | +0.1% | 0.05% | -9.4% |
| Q2 2020 | $481,000 | – | 7,360 | – | 0.05% | – |
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% |