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 | $366,491 | -4.6% | 8,848 | +0.8% | 0.03% | -2.9% |
| Q2 2023 | $384,352 | -56.0% | 8,775 | -57.9% | 0.04% | -59.3% |
| Q1 2023 | $873,279 | +3.6% | 20,827 | +0.1% | 0.09% | -5.5% |
| Q4 2022 | $842,591 | +7.3% | 20,800 | +0.2% | 0.09% | -1.1% |
| Q3 2022 | $785,000 | -3.8% | 20,759 | -0.8% | 0.09% | +2.2% |
| Q2 2022 | $816,000 | +34.9% | 20,921 | +63.8% | 0.09% | +52.5% |
| Q1 2022 | $605,000 | -6.8% | 12,769 | +101.3% | 0.06% | +1.7% |
| Q4 2021 | $649,000 | -7.9% | 6,342 | -6.3% | 0.06% | -19.4% |
| Q3 2021 | $705,000 | -2.9% | 6,770 | -2.9% | 0.07% | -5.3% |
| Q2 2021 | $726,000 | +4.6% | 6,972 | +0.1% | 0.08% | -26.2% |
| Q1 2021 | $694,000 | +64.1% | 6,962 | +46.5% | 0.10% | +53.7% |
| Q4 2020 | $423,000 | +30.6% | 4,752 | +0.3% | 0.07% | +13.6% |
| Q3 2020 | $324,000 | +5.2% | 4,736 | +0.4% | 0.06% | -3.3% |
| Q2 2020 | $308,000 | +26.7% | 4,717 | +0.2% | 0.06% | +5.2% |
| Q1 2020 | $243,000 | -45.8% | 4,709 | -20.5% | 0.06% | -34.1% |
| Q4 2019 | $448,000 | +7.7% | 5,921 | -0.9% | 0.09% | +3.5% |
| Q3 2019 | $416,000 | -0.5% | 5,972 | +2.1% | 0.08% | +1.2% |
| Q2 2019 | $418,000 | -23.3% | 5,851 | -24.9% | 0.08% | -25.7% |
| Q1 2019 | $545,000 | +98.9% | 7,788 | +72.3% | 0.11% | +79.4% |
| Q4 2018 | $274,000 | -3.2% | 4,520 | +21.7% | 0.06% | +8.6% |
| Q3 2018 | $283,000 | -14.2% | 3,714 | -17.3% | 0.06% | -10.8% |
| Q2 2018 | $330,000 | +6.5% | 4,491 | 0.0% | 0.06% | +1.6% |
| Q1 2018 | $310,000 | -0.6% | 4,491 | +0.3% | 0.06% | +1.6% |
| Q4 2017 | $312,000 | +3.7% | 4,477 | +0.2% | 0.06% | -1.6% |
| Q3 2017 | $301,000 | +5.6% | 4,467 | +0.2% | 0.06% | -3.0% |
| Q2 2017 | $285,000 | +1.8% | 4,456 | +0.3% | 0.07% | -4.3% |
| Q1 2017 | $280,000 | +2.9% | 4,441 | +0.3% | 0.07% | -9.2% |
| Q4 2016 | $272,000 | +7.5% | 4,429 | +0.6% | 0.08% | +5.6% |
| Q3 2016 | $253,000 | -0.8% | 4,403 | -6.7% | 0.07% | -6.5% |
| Q2 2016 | $255,000 | +12.3% | 4,720 | +8.0% | 0.08% | -1.3% |
| Q1 2016 | $227,000 | – | 4,369 | – | 0.08% | – |
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% |