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 | $547,365 | -5.6% | 13,215 | -0.2% | 0.95% | -2.5% |
| Q2 2023 | $580,043 | +11.7% | 13,243 | +7.0% | 0.97% | +7.0% |
| Q1 2023 | $519,177 | +104572.8% | 12,382 | +1.1% | 0.91% | -5.4% |
| Q4 2022 | $496 | -99.9% | 12,248 | +0.3% | 0.96% | -1.2% |
| Q3 2022 | $462,000 | -2.9% | 12,217 | 0.0% | 0.97% | -7.5% |
| Q2 2022 | $476,000 | -18.4% | 12,217 | -0.8% | 1.05% | -7.9% |
| Q1 2022 | $583,000 | -7.0% | 12,312 | +101.2% | 1.14% | +18.8% |
| Q4 2021 | $627,000 | +2.5% | 6,119 | +0.0% | 0.96% | -3.0% |
| Q3 2021 | $612,000 | -3.3% | 6,117 | +0.7% | 0.99% | -6.2% |
| Q2 2021 | $633,000 | +4.5% | 6,074 | -0.0% | 1.06% | -3.5% |
| Q1 2021 | $606,000 | +11.8% | 6,076 | -0.2% | 1.10% | +11.8% |
| Q4 2020 | $542,000 | +29.4% | 6,086 | -0.8% | 0.98% | +15.3% |
| Q3 2020 | $419,000 | +1.5% | 6,136 | -2.9% | 0.85% | -4.1% |
| Q2 2020 | $413,000 | +37.7% | 6,317 | +8.6% | 0.88% | +21.2% |
| Q1 2020 | $300,000 | -31.8% | 5,815 | 0.0% | 0.73% | -19.7% |
| Q4 2019 | $440,000 | +14.0% | 5,815 | +5.2% | 0.91% | +9.9% |
| Q3 2019 | $386,000 | -2.3% | 5,530 | 0.0% | 0.83% | +27.8% |
| Q2 2019 | $395,000 | +7.6% | 5,530 | +5.3% | 0.65% | +12.9% |
| Q1 2019 | $367,000 | +19.5% | 5,254 | +3.8% | 0.57% | +15.5% |
| Q4 2018 | $307,000 | -17.3% | 5,061 | +3.7% | 0.50% | -7.6% |
| Q3 2018 | $371,000 | +45.5% | 4,882 | +32.3% | 0.54% | +221.6% |
| Q2 2018 | $255,000 | 0.0% | 3,690 | 0.0% | 0.17% | 0.0% |
| Q1 2018 | $255,000 | -0.8% | 3,690 | 0.0% | 0.17% | -1.8% |
| Q4 2017 | $257,000 | +3.2% | 3,690 | 0.0% | 0.17% | +0.6% |
| Q3 2017 | $249,000 | +3.8% | 3,690 | -1.7% | 0.17% | -7.7% |
| Q2 2017 | $240,000 | – | 3,755 | – | 0.18% | – |
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% |