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 | $686,165 | +0.8% | 16,566 | +6.6% | 0.05% | +3.9% |
| Q2 2023 | $680,757 | +12.6% | 15,542 | +7.8% | 0.05% | +8.5% |
| Q1 2023 | $604,546 | +70.7% | 14,418 | +64.9% | 0.05% | +56.7% |
| Q4 2022 | $354,217 | +510.7% | 8,744 | +469.6% | 0.03% | +500.0% |
| Q3 2022 | $58,000 | +38.1% | 1,535 | +41.7% | 0.01% | +25.0% |
| Q2 2022 | $42,000 | +40.0% | 1,083 | +68.7% | 0.00% | +33.3% |
| Q1 2022 | $30,000 | +150.0% | 642 | +448.7% | 0.00% | +200.0% |
| Q4 2021 | $12,000 | -64.7% | 117 | -65.7% | 0.00% | -66.7% |
| Q3 2021 | $34,000 | +161.5% | 341 | +177.2% | 0.00% | +200.0% |
| Q2 2021 | $13,000 | +8.3% | 123 | +0.8% | 0.00% | 0.0% |
| Q1 2021 | $12,000 | +9.1% | 122 | 0.0% | 0.00% | -50.0% |
| Q4 2020 | $11,000 | +37.5% | 122 | +0.8% | 0.00% | +100.0% |
| Q3 2020 | $8,000 | -46.7% | 121 | -46.0% | 0.00% | -66.7% |
| Q2 2020 | $15,000 | +150.0% | 224 | +85.1% | 0.00% | +50.0% |
| Q1 2020 | $6,000 | -33.3% | 121 | +0.8% | 0.00% | -33.3% |
| Q4 2019 | $9,000 | -69.0% | 120 | -70.7% | 0.00% | -70.0% |
| Q3 2019 | $29,000 | -56.7% | 409 | -56.7% | 0.01% | -63.0% |
| Q2 2019 | $67,000 | +1.5% | 944 | 0.0% | 0.03% | -12.9% |
| Q1 2019 | $66,000 | +69.2% | 944 | +45.9% | 0.03% | +55.0% |
| Q4 2018 | $39,000 | – | 647 | – | 0.02% | – |
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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% |