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 | $762,667 | -2.7% | 18,413 | +2.8% | 0.09% | +8.9% |
| Q2 2023 | $784,177 | +17.7% | 17,904 | +12.7% | 0.08% | +8.2% |
| Q1 2023 | $665,970 | +14.3% | 15,883 | +10.5% | 0.07% | +2.8% |
| Q4 2022 | $582,408 | +7.3% | 14,377 | 0.0% | 0.07% | 0.0% |
| Q3 2022 | $543,000 | -8.9% | 14,377 | -5.9% | 0.07% | -4.1% |
| Q2 2022 | $596,000 | -17.7% | 15,277 | 0.0% | 0.07% | -16.9% |
| Q1 2022 | $724,000 | -11.9% | 15,277 | +90.4% | 0.09% | -10.1% |
| Q4 2021 | $822,000 | +2.6% | 8,025 | +0.3% | 0.10% | -5.7% |
| Q3 2021 | $801,000 | -3.8% | 8,000 | 0.0% | 0.10% | -7.1% |
| Q2 2021 | $833,000 | +13.8% | 8,000 | +8.9% | 0.11% | +1.8% |
| Q1 2021 | $732,000 | +6.9% | 7,344 | -4.6% | 0.11% | +1.8% |
| Q4 2020 | $685,000 | +28.3% | 7,698 | -1.5% | 0.11% | +12.4% |
| Q3 2020 | $534,000 | +6.0% | 7,818 | +1.4% | 0.10% | -4.9% |
| Q2 2020 | $504,000 | -39.4% | 7,708 | -52.3% | 0.10% | -48.5% |
| Q1 2020 | $832,000 | -35.3% | 16,148 | -4.9% | 0.20% | -23.3% |
| Q4 2019 | $1,285,000 | +8.0% | 16,984 | -0.5% | 0.26% | -11.0% |
| Q3 2019 | $1,190,000 | -2.5% | 17,064 | 0.0% | 0.29% | 0.0% |
| Q2 2019 | $1,220,000 | +17.8% | 17,064 | +15.2% | 0.29% | 0.0% |
| Q1 2019 | $1,036,000 | +136.5% | 14,815 | +105.3% | 0.29% | +121.4% |
| Q4 2018 | $438,000 | -20.4% | 7,218 | 0.0% | 0.13% | -5.1% |
| Q3 2018 | $550,000 | +3.6% | 7,218 | 0.0% | 0.14% | -22.0% |
| Q2 2018 | $531,000 | +6.4% | 7,218 | 0.0% | 0.18% | +5.4% |
| Q1 2018 | $499,000 | +49800.0% | 7,218 | +42358.8% | 0.17% | – |
| Q3 2017 | $1,000 | – | 17 | – | 0.00% | – |
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% |