SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 633 filers reported holding SCHWAB STRATEGIC TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $306,812 | -3.6% | 6,466 | 0.0% | 0.21% | 0.0% |
| Q1 2024 | $318,386 | +22227.2% | 6,466 | +18917.6% | 0.21% | +20600.0% |
| Q1 2023 | $1,426 | -100.0% | 34 | -85.2% | 0.00% | -92.9% |
| Q4 2021 | $23,552,000 | +2.3% | 230 | 0.0% | 0.01% | -6.7% |
| Q3 2021 | $23,023,000 | -3.9% | 230 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $23,961,000 | +4.5% | 230 | 0.0% | 0.02% | 0.0% |
| Q1 2021 | $22,924,000 | +12.0% | 230 | 0.0% | 0.02% | 0.0% |
| Q4 2020 | $20,470,000 | +30.3% | 230 | 0.0% | 0.02% | +15.4% |
| Q3 2020 | $15,713,000 | +4.6% | 230 | 0.0% | 0.01% | -7.1% |
| Q2 2020 | $15,028,000 | +26.8% | 230 | 0.0% | 0.01% | +7.7% |
| Q1 2020 | $11,849,000 | -31.9% | 230 | 0.0% | 0.01% | 0.0% |
| Q4 2019 | $17,397,000 | +8.5% | 230 | 0.0% | 0.01% | +8.3% |
| Q3 2019 | $16,038,000 | -2.4% | 230 | 0.0% | 0.01% | -14.3% |
| Q2 2019 | $16,440,000 | – | 230 | – | 0.01% | – |
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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% |