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 | $64,972,661 | -27.0% | 1,568,620 | -22.7% | 0.10% | -40.0% |
| Q2 2023 | $89,009,836 | -3.2% | 2,029,227 | -7.9% | 0.16% | -7.5% |
| Q1 2023 | $91,984,264 | +3.3% | 2,202,215 | +0.2% | 0.17% | -3.9% |
| Q4 2022 | $89,057,433 | +11.0% | 2,198,405 | +3.6% | 0.18% | -1.6% |
| Q3 2022 | $80,211,000 | -6.7% | 2,121,994 | -3.6% | 0.18% | -3.7% |
| Q2 2022 | $85,944,000 | +6.1% | 2,200,459 | +9.7% | 0.19% | +21.0% |
| Q1 2022 | $81,031,000 | -10.9% | 2,005,469 | +126.0% | 0.16% | -8.7% |
| Q4 2021 | $90,979,000 | +9.1% | 887,285 | +6.8% | 0.17% | -1.1% |
| Q3 2021 | $83,388,000 | -14.4% | 830,924 | -11.0% | 0.17% | -17.5% |
| Q2 2021 | $97,457,000 | +10.3% | 933,441 | +5.4% | 0.21% | -0.9% |
| Q1 2021 | $88,377,000 | +80.2% | 885,556 | +60.8% | 0.21% | +62.6% |
| Q4 2020 | $49,044,000 | +35.2% | 550,643 | +3.5% | 0.13% | +20.2% |
| Q3 2020 | $36,288,000 | +30.7% | 531,952 | +25.7% | 0.11% | +17.2% |
| Q2 2020 | $27,758,000 | +61.8% | 423,075 | -89.0% | 0.09% | +32.9% |
| Q1 2020 | $17,154,000 | – | 3,849,599 | – | 0.07% | – |
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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% |