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 | $789,559 | -25.5% | 19,062 | -21.2% | 0.00% | -33.3% |
| Q2 2023 | $1,059,537 | +0.5% | 24,191 | -3.8% | 0.00% | 0.0% |
| Q1 2023 | $1,054,120 | +22805.7% | 25,140 | -77.9% | 0.00% | -75.0% |
| Q4 2022 | $4,602 | -99.8% | 113,598 | +50.5% | 0.01% | +50.0% |
| Q3 2022 | $2,853,000 | +29.8% | 75,470 | +33.9% | 0.01% | +33.3% |
| Q2 2022 | $2,198,000 | +3.7% | 56,366 | +26.0% | 0.01% | +20.0% |
| Q1 2022 | $2,119,000 | -64.4% | 44,739 | -23.1% | 0.01% | -64.3% |
| Q4 2021 | $5,958,000 | +6.1% | 58,191 | +3.7% | 0.01% | 0.0% |
| Q3 2021 | $5,616,000 | -3.7% | 56,103 | +0.2% | 0.01% | -6.7% |
| Q2 2021 | $5,832,000 | +4.5% | 55,980 | +0.0% | 0.02% | -6.2% |
| Q1 2021 | $5,579,000 | +28.9% | 55,974 | +15.1% | 0.02% | +23.1% |
| Q4 2020 | $4,328,000 | +69.1% | 48,633 | +29.8% | 0.01% | +44.4% |
| Q3 2020 | $2,560,000 | +6.1% | 37,469 | +1.4% | 0.01% | 0.0% |
| Q2 2020 | $2,413,000 | +106.1% | 36,935 | +62.5% | 0.01% | +80.0% |
| Q1 2020 | $1,171,000 | +243.4% | 22,726 | +403.8% | 0.01% | +400.0% |
| Q4 2019 | $341,000 | +25.4% | 4,511 | +15.5% | 0.00% | 0.0% |
| Q3 2019 | $272,000 | -1.4% | 3,905 | +1.0% | 0.00% | 0.0% |
| Q2 2019 | $276,000 | -84.5% | 3,866 | -84.9% | 0.00% | -90.0% |
| Q1 2019 | $1,786,000 | – | 25,541 | – | 0.01% | – |
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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% |