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 | $1,637,889 | -16.3% | 39,543 | -11.5% | 1.27% | -15.2% |
| Q2 2023 | $1,957,938 | +0.2% | 44,702 | -4.0% | 1.50% | -3.9% |
| Q1 2023 | $1,953,179 | +99197.4% | 46,582 | -4.1% | 1.56% | +12.0% |
| Q4 2022 | $1,967 | -99.9% | 48,556 | -0.1% | 1.40% | -8.2% |
| Q3 2022 | $1,836,000 | -4.8% | 48,581 | -1.7% | 1.52% | +20.2% |
| Q2 2022 | $1,928,000 | -22.8% | 49,438 | -6.3% | 1.26% | -22.3% |
| Q1 2022 | $2,498,000 | -18.4% | 52,741 | +76.5% | 1.63% | -13.5% |
| Q4 2021 | $3,060,000 | +0.6% | 29,882 | -1.7% | 1.88% | +2.7% |
| Q3 2021 | $3,042,000 | -14.3% | 30,387 | -10.8% | 1.83% | -21.3% |
| Q2 2021 | $3,548,000 | +0.7% | 34,057 | -3.6% | 2.33% | -6.5% |
| Q1 2021 | $3,523,000 | +8.2% | 35,344 | -3.4% | 2.49% | -0.2% |
| Q4 2020 | $3,257,000 | +21.7% | 36,598 | -6.6% | 2.50% | +13.2% |
| Q3 2020 | $2,677,000 | -11.6% | 39,179 | -15.5% | 2.20% | -10.3% |
| Q2 2020 | $3,028,000 | +18.1% | 46,346 | -6.9% | 2.46% | +10.1% |
| Q1 2020 | $2,565,000 | -37.2% | 49,785 | -7.7% | 2.23% | -0.6% |
| Q4 2019 | $4,082,000 | +2.7% | 53,962 | -5.3% | 2.25% | -7.5% |
| Q3 2019 | $3,975,000 | -5.3% | 57,001 | -2.9% | 2.43% | -7.0% |
| Q2 2019 | $4,198,000 | -15.1% | 58,729 | -16.9% | 2.61% | -17.2% |
| Q1 2019 | $4,945,000 | -9.7% | 70,713 | -21.7% | 3.15% | -16.8% |
| Q4 2018 | $5,479,000 | -38.6% | 90,298 | -22.9% | 3.78% | -38.4% |
| Q3 2018 | $8,921,000 | -15.3% | 117,114 | -18.2% | 6.14% | -21.1% |
| Q2 2018 | $10,530,000 | +15.5% | 143,130 | +8.5% | 7.79% | -3.1% |
| Q1 2018 | $9,116,000 | +7.5% | 131,870 | +8.4% | 8.03% | +2.3% |
| Q4 2017 | $8,480,000 | – | 121,597 | – | 7.85% | – |
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% |