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 | $233,112 | -19.7% | 5,628 | -15.1% | 0.08% | -17.5% |
| Q2 2023 | $290,306 | +11.6% | 6,628 | +6.9% | 0.10% | +6.2% |
| Q1 2023 | $260,050 | +9.3% | 6,202 | +5.6% | 0.10% | +3.2% |
| Q4 2022 | $237,875 | +6.2% | 5,872 | -0.8% | 0.09% | +1.1% |
| Q3 2022 | $224,000 | -6.3% | 5,922 | -3.3% | 0.09% | +1.1% |
| Q2 2022 | $239,000 | -17.3% | 6,122 | +0.4% | 0.09% | -5.2% |
| Q1 2022 | $289,000 | -4.3% | 6,099 | +106.5% | 0.10% | -1.0% |
| Q4 2021 | $302,000 | +2.0% | 2,953 | 0.0% | 0.10% | -2.0% |
| Q3 2021 | $296,000 | -3.6% | 2,953 | +0.1% | 0.10% | -3.8% |
| Q2 2021 | $307,000 | +1.0% | 2,949 | -3.3% | 0.10% | -5.5% |
| Q1 2021 | $304,000 | +6.7% | 3,050 | -4.9% | 0.11% | +2.8% |
| Q4 2020 | $285,000 | +14.9% | 3,207 | -33.3% | 0.11% | -15.7% |
| Q1 2020 | $248,000 | -70.1% | 4,806 | -56.2% | 0.13% | -28.2% |
| Q4 2019 | $830,000 | +9.5% | 10,968 | +1.0% | 0.18% | +5.4% |
| Q3 2019 | $758,000 | +92.4% | 10,860 | +96.8% | 0.17% | -5.1% |
| Q2 2019 | $394,000 | -38.8% | 5,518 | -40.0% | 0.18% | +19.6% |
| Q1 2019 | $644,000 | – | 9,198 | – | 0.15% | – |
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% |