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 | $993,791 | -5.4% | 23,993 | 0.0% | 0.12% | -2.4% |
| Q2 2023 | $1,050,894 | +3.5% | 23,993 | -0.9% | 0.12% | -3.1% |
| Q1 2023 | $1,015,000 | +3.3% | 24,207 | -0.2% | 0.13% | +1.6% |
| Q4 2022 | $982,935 | +6.6% | 24,264 | -0.6% | 0.12% | -1.6% |
| Q3 2022 | $922,000 | -2.5% | 24,401 | +0.6% | 0.13% | +3.3% |
| Q2 2022 | $946,000 | -14.2% | 24,253 | +4.1% | 0.12% | -3.1% |
| Q1 2022 | $1,103,000 | -5.2% | 23,298 | +104.9% | 0.13% | -5.9% |
| Q4 2021 | $1,164,000 | +1.4% | 11,368 | -0.9% | 0.14% | -10.6% |
| Q3 2021 | $1,148,000 | -3.9% | 11,469 | +0.0% | 0.15% | -9.0% |
| Q2 2021 | $1,195,000 | +13.6% | 11,468 | +8.6% | 0.17% | +3.8% |
| Q1 2021 | $1,052,000 | +16.5% | 10,556 | +4.0% | 0.16% | +4.6% |
| Q4 2020 | $903,000 | +32.0% | 10,148 | +1.4% | 0.15% | +15.0% |
| Q3 2020 | $684,000 | +4.6% | 10,012 | -0.0% | 0.13% | -5.7% |
| Q2 2020 | $654,000 | +31.6% | 10,015 | +3.8% | 0.14% | +8.5% |
| Q1 2020 | $497,000 | -17.9% | 9,650 | +20.6% | 0.13% | +2.4% |
| Q4 2019 | $605,000 | +25.0% | 8,001 | +15.2% | 0.13% | +12.4% |
| Q3 2019 | $484,000 | +4.5% | 6,948 | +7.2% | 0.11% | 0.0% |
| Q2 2019 | $463,000 | +27.9% | 6,481 | +25.1% | 0.11% | +21.5% |
| Q1 2019 | $362,000 | +36.1% | 5,181 | +26.5% | 0.09% | +22.4% |
| Q4 2018 | $266,000 | -45.7% | 4,096 | -37.4% | 0.08% | +13.4% |
| Q3 2018 | $490,000 | +114.0% | 6,539 | +110.1% | 0.07% | +3.1% |
| Q2 2018 | $229,000 | – | 3,113 | – | 0.06% | – |
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% |