SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 748 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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $1,914,878 | +3.5% | 45,668 | 0.0% | 0.44% | -4.1% |
| Q4 2022 | $1,850,000 | +7.2% | 45,668 | 0.0% | 0.46% | -8.5% |
| Q3 2022 | $1,726,000 | -8.6% | 45,668 | -5.7% | 0.51% | -1.9% |
| Q2 2022 | $1,888,000 | -17.7% | 48,422 | 0.0% | 0.52% | +4.0% |
| Q1 2022 | $2,293,000 | -8.5% | 48,422 | +97.8% | 0.50% | +1.0% |
| Q4 2021 | $2,507,000 | -7.4% | 24,481 | -9.5% | 0.49% | -13.4% |
| Q3 2021 | $2,708,000 | -3.9% | 27,049 | 0.0% | 0.57% | -0.2% |
| Q2 2021 | $2,818,000 | -0.8% | 27,049 | -5.1% | 0.57% | +3.8% |
| Q1 2021 | $2,840,000 | +10.3% | 28,498 | -1.5% | 0.55% | +4.6% |
| Q4 2020 | $2,575,000 | +27.9% | 28,932 | -1.8% | 0.52% | +18.3% |
| Q3 2020 | $2,013,000 | +4.5% | 29,466 | -0.0% | 0.44% | -1.8% |
| Q2 2020 | $1,926,000 | +209.1% | 29,480 | +143.7% | 0.45% | +171.1% |
| Q1 2020 | $623,000 | -93.6% | 12,095 | -90.7% | 0.17% | -94.9% |
| Q4 2019 | $9,786,000 | +18.1% | 129,374 | +8.8% | 3.23% | +7.6% |
| Q3 2019 | $8,288,000 | -1.9% | 118,864 | +0.6% | 3.01% | -4.4% |
| Q2 2019 | $8,446,000 | +2.3% | 118,163 | +0.1% | 3.14% | -5.4% |
| Q1 2019 | $8,259,000 | +17.6% | 118,103 | +2.1% | 3.32% | +1.7% |
| Q4 2018 | $7,021,000 | +1742.8% | 115,711 | +1539.2% | 3.27% | +2108.8% |
| Q2 2016 | $381,000 | +6.4% | 7,059 | +2.6% | 0.15% | +9.6% |
| Q1 2016 | $358,000 | – | 6,883 | – | 0.14% | – |
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% |