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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $2,463,840 | -52.2% | 56,252 | -54.3% | 0.02% | -64.0% |
| Q1 2023 | $5,158,970 | +230.8% | 123,038 | +219.6% | 0.05% | +163.2% |
| Q4 2022 | $1,559,716 | +2.5% | 38,502 | +5.8% | 0.02% | 0.0% |
| Q3 2022 | $1,522,000 | +5.7% | 36,386 | -1.5% | 0.02% | 0.0% |
| Q2 2022 | $1,440,000 | -16.3% | 36,940 | +1.7% | 0.02% | 0.0% |
| Q1 2022 | $1,720,000 | -7.6% | 36,336 | +100.1% | 0.02% | -5.0% |
| Q4 2021 | $1,861,000 | +5.5% | 18,160 | +3.0% | 0.02% | -20.0% |
| Q3 2021 | $1,764,000 | -6.7% | 17,632 | -2.8% | 0.02% | -3.8% |
| Q2 2021 | $1,890,000 | +5.1% | 18,142 | +0.5% | 0.03% | -16.1% |
| Q1 2021 | $1,799,000 | +13.0% | 18,047 | +0.9% | 0.03% | -6.1% |
| Q4 2020 | $1,592,000 | +70.6% | 17,890 | +31.0% | 0.03% | +37.5% |
| Q3 2020 | $933,000 | +4.5% | 13,652 | -0.1% | 0.02% | -11.1% |
| Q2 2020 | $893,000 | +26.5% | 13,660 | -0.4% | 0.03% | -10.0% |
| Q1 2020 | $706,000 | -22.5% | 13,709 | +13.8% | 0.03% | -16.7% |
| Q4 2019 | $911,000 | +11.5% | 12,047 | +2.8% | 0.04% | -12.2% |
| Q3 2019 | $817,000 | +24.2% | 11,723 | +27.4% | 0.04% | +7.9% |
| Q2 2019 | $658,000 | +82.3% | 9,200 | +77.9% | 0.04% | +65.2% |
| Q1 2019 | $361,000 | +26.7% | 5,172 | +38.0% | 0.02% | -17.9% |
| Q3 2018 | $285,000 | – | 3,748 | – | 0.03% | – |
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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% |