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 | $5,027,052 | +5.7% | 121,368 | +11.8% | 0.70% | +1.8% |
Q2 2023 | $4,755,645 | +13.9% | 108,576 | +6.9% | 0.68% | +1.9% |
Q1 2023 | $4,175,048 | +8.0% | 101,558 | +6.4% | 0.67% | -11.1% |
Q4 2022 | $3,866,617 | +7.9% | 95,448 | +0.7% | 0.76% | -0.4% |
Q3 2022 | $3,584,000 | -1.9% | 94,809 | +1.1% | 0.76% | -1.9% |
Q2 2022 | $3,655,000 | -16.5% | 93,741 | +2.9% | 0.77% | -3.5% |
Q1 2022 | $4,376,000 | +2.6% | 91,096 | +101.6% | 0.80% | +15.6% |
Q4 2021 | $4,264,000 | -12.0% | 45,191 | -8.4% | 0.69% | -20.4% |
Q3 2021 | $4,843,000 | 0.0% | 49,362 | 0.0% | 0.87% | -0.1% |
Q2 2021 | $4,843,000 | +5.3% | 49,362 | +7.0% | 0.87% | -3.8% |
Q1 2021 | $4,599,000 | +18.7% | 46,141 | +6.0% | 0.91% | +13.1% |
Q4 2020 | $3,875,000 | +40.4% | 43,538 | +16.7% | 0.80% | +4.4% |
Q3 2020 | $2,760,000 | -98.4% | 37,296 | -98.5% | 0.77% | -89.3% |
Q1 2020 | $167,733,000 | +5675.9% | 2,478,063 | +6354.5% | 7.19% | +2249.0% |
Q4 2019 | $2,904,000 | – | 38,393 | – | 0.31% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
MONEYWISE, INC. | 201,177 | $20,601,000 | 13.24% |
Strategic Financial Planning, Inc. | 163,200 | $16,712,000 | 12.01% |
Financial Advisors, LLC | 364,323 | $37,307,000 | 11.37% |
COLUMBIA ADVISORY PARTNERS LLC | 98,678 | $10,105,000 | 10.07% |
FIDELIS iM, LLC | 165,544 | $16,952,000 | 9.68% |
RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 225,880 | $23,130,000 | 9.50% |
Mokosak Advisory Group, LLC | 205,964 | $21,092,000 | 8.09% |
Ascension Capital Advisors, Inc. | 115,174 | $11,794,000 | 7.73% |
Scarborough Advisors, LLC | 210,617 | $21,567,000 | 7.41% |
Charles Schwab Investment Advisory, Inc. | 44,633,989 | $4,570,520,000 | 7.17% |