SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 808 filers reported holding SCHWAB STRATEGIC TR in Q1 2021. The put-call ratio across all filers is 0.43 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $154,512 | -36.2% | 3,814 | -38.4% | 0.06% | -41.5% |
| Q2 2022 | $242,000 | -84.8% | 6,194 | -59.6% | 0.11% | -85.8% |
| Q2 2021 | $1,595,000 | +3.8% | 15,315 | -0.7% | 0.74% | +515.7% |
| Q1 2021 | $1,537,000 | +9.9% | 15,422 | -1.8% | 0.12% | -41.5% |
| Q4 2020 | $1,398,000 | +26.5% | 15,709 | -2.9% | 0.21% | +23.2% |
| Q3 2020 | $1,105,000 | +3.5% | 16,180 | -1.0% | 0.17% | -43.2% |
| Q2 2020 | $1,068,000 | -41.1% | 16,348 | -53.5% | 0.30% | -39.7% |
| Q1 2020 | $1,812,000 | +34.0% | 35,186 | +96.8% | 0.49% | +7.9% |
| Q4 2019 | $1,352,000 | +5.1% | 17,877 | -3.2% | 0.46% | -10.6% |
| Q3 2019 | $1,287,000 | -5.3% | 18,460 | -2.9% | 0.51% | +2.8% |
| Q2 2019 | $1,359,000 | – | 19,009 | – | 0.50% | – |
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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% |