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 2021 | $613,000 | +4.8% | 5,990 | +2.5% | 0.04% | -13.0% |
| Q3 2021 | $585,000 | -5.0% | 5,844 | -1.2% | 0.05% | -6.1% |
| Q2 2021 | $616,000 | +4.1% | 5,915 | -0.3% | 0.05% | -7.5% |
| Q1 2021 | $592,000 | +3.1% | 5,932 | -8.0% | 0.05% | -3.6% |
| Q4 2020 | $574,000 | +59.9% | 6,445 | +22.7% | 0.06% | +41.0% |
| Q3 2020 | $359,000 | -28.1% | 5,251 | -31.3% | 0.04% | -32.8% |
| Q2 2020 | $499,000 | +89.0% | 7,639 | +48.9% | 0.06% | +70.6% |
| Q1 2020 | $264,000 | -15.4% | 5,132 | +24.6% | 0.03% | +6.2% |
| Q4 2019 | $312,000 | +11.0% | 4,118 | +2.2% | 0.03% | +3.2% |
| Q3 2019 | $281,000 | +1.8% | 4,030 | +4.3% | 0.03% | +3.3% |
| Q2 2019 | $276,000 | +50.8% | 3,865 | +28.0% | 0.03% | -21.1% |
| Q4 2018 | $183,000 | -99.4% | 3,019 | +505.0% | 0.04% | +660.0% |
| Q4 2016 | $31,000,000 | +106796.6% | 499 | +0.4% | 0.01% | 0.0% |
| Q3 2016 | $29,000 | -78.7% | 497 | -81.2% | 0.01% | -81.5% |
| Q3 2014 | $136,000 | – | 2,649 | – | 0.03% | – |
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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% |