SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 631 filers reported holding SCHWAB STRATEGIC TR in Q3 2020. The put-call ratio across all filers is 1.10 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $972,605 | +209.7% | 24,009 | +683.6% | 0.04% | +263.6% |
| Q4 2021 | $314,000 | -24.9% | 3,064 | -23.6% | 0.01% | -35.3% |
| Q2 2021 | $418,000 | +56.0% | 4,008 | +33.2% | 0.02% | +30.8% |
| Q4 2020 | $268,000 | -8.5% | 3,008 | -32.8% | 0.01% | -23.5% |
| Q2 2020 | $293,000 | +5.0% | 4,479 | -17.2% | 0.02% | -10.5% |
| Q1 2020 | $279,000 | +10.7% | 5,409 | +62.1% | 0.02% | +35.7% |
| Q4 2019 | $252,000 | -63.0% | 3,336 | -65.7% | 0.01% | -72.5% |
| Q1 2019 | $681,000 | -46.8% | 9,740 | -53.8% | 0.05% | -48.0% |
| Q4 2018 | $1,279,000 | +277.3% | 21,080 | +333.8% | 0.10% | +263.0% |
| Q4 2017 | $339,000 | – | 4,859 | – | 0.03% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Strategic Financial Planning, Inc. | 315,961 | $13,087,109 | 12.05% |
| Financial Advisors, LLC | 984,705 | $40,786,480 | 10.10% |
| RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 811,567 | $33,595,324 | 9.71% |
| FIDELIS iM, LLC | 385,576 | $15,971 | 9.36% |
| MONEYWISE, INC. | 355,217 | $14,713,088 | 9.23% |
| Mokosak Advisory Group, LLC | 497,025 | $20,587,051 | 8.37% |
| Waterford Advisors, LLC | 301,949 | $12,506,710 | 7.00% |
| MERIDIAN MANAGEMENT CO | 515,951 | $21,370,701 | 6.97% |
| ForthRight Wealth Management, LLC | 357,436 | $14,804,981 | 6.38% |
| MARSHALL FINANCIAL GROUP INC /ADV | 372,476 | $15,427,952 | 6.28% |