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 2020 | $1,549,000 | +11.0% | 17,403 | -14.8% | 0.03% | -40.7% |
| Q3 2020 | $1,396,000 | +42.0% | 20,431 | +35.7% | 0.05% | +35.0% |
| Q2 2020 | $983,000 | +38.8% | 15,052 | +9.6% | 0.04% | +5.3% |
| Q1 2020 | $708,000 | -78.1% | 13,738 | -67.8% | 0.04% | -67.0% |
| Q4 2019 | $3,228,000 | -30.1% | 42,677 | -35.6% | 0.12% | -35.4% |
| Q3 2019 | $4,621,000 | -12.1% | 66,274 | -9.9% | 0.18% | -19.5% |
| Q2 2019 | $5,258,000 | -13.9% | 73,564 | -15.8% | 0.22% | -17.5% |
| Q1 2019 | $6,110,000 | -0.4% | 87,373 | +8.5% | 0.27% | -0.7% |
| Q4 2018 | $6,135,000 | 0.0% | 80,545 | 0.0% | 0.27% | 0.0% |
| Q3 2018 | $6,135,000 | +8.8% | 80,545 | +5.1% | 0.27% | +0.4% |
| Q2 2018 | $5,638,000 | +28.8% | 76,630 | +21.0% | 0.27% | +4.7% |
| Q1 2018 | $4,377,000 | +16.2% | 63,309 | +17.2% | 0.26% | +4.0% |
| Q4 2017 | $3,767,000 | +26.0% | 54,010 | +21.7% | 0.25% | +7.9% |
| Q3 2017 | $2,990,000 | +121.8% | 44,380 | +110.4% | 0.23% | +87.7% |
| Q2 2017 | $1,348,000 | +46.0% | 21,089 | +43.9% | 0.12% | +19.6% |
| Q1 2017 | $923,000 | +51.3% | 14,652 | +47.6% | 0.10% | +24.4% |
| Q4 2016 | $610,000 | – | 9,925 | – | 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% |