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 | $21,979 | +3.3% | 531 | +1.1% | 0.01% | 0.0% |
| Q2 2023 | $21,269 | 0.0% | 525 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $21,269 | 0.0% | 525 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $21,269 | -31.4% | 525 | -31.3% | 0.01% | -37.5% |
| Q3 2022 | $31,000 | 0.0% | 764 | +0.1% | 0.01% | 0.0% |
| Q2 2022 | $31,000 | -59.2% | 763 | -52.3% | 0.01% | -52.9% |
| Q1 2022 | $76,000 | -7.3% | 1,600 | +100.3% | 0.02% | -15.0% |
| Q4 2021 | $82,000 | +2.5% | 799 | +0.4% | 0.02% | -4.8% |
| Q3 2021 | $80,000 | -3.6% | 796 | +0.3% | 0.02% | -4.5% |
| Q2 2021 | $83,000 | -74.1% | 794 | -75.3% | 0.02% | -76.3% |
| Q1 2021 | $321,000 | +10.7% | 3,218 | -1.2% | 0.09% | +1.1% |
| Q4 2020 | $290,000 | +30.0% | 3,257 | -0.2% | 0.09% | +109.1% |
| Q3 2020 | $223,000 | -1.8% | 3,262 | -6.1% | 0.04% | -48.8% |
| Q2 2020 | $227,000 | +20.7% | 3,475 | -4.9% | 0.09% | -5.5% |
| Q1 2020 | $188,000 | -30.6% | 3,654 | +1.9% | 0.09% | -17.3% |
| Q4 2019 | $271,000 | +22.6% | 3,585 | +12.9% | 0.11% | +46.7% |
| Q3 2019 | $221,000 | -7.5% | 3,176 | -5.1% | 0.08% | -21.9% |
| Q2 2019 | $239,000 | -2.8% | 3,346 | -5.0% | 0.10% | -6.8% |
| Q1 2019 | $246,000 | +6.0% | 3,521 | -7.7% | 0.10% | -9.6% |
| Q4 2018 | $232,000 | – | 3,816 | – | 0.11% | – |
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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% |