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 | $628,482 | -20.8% | 15,173 | -16.2% | 0.02% | -16.7% |
| Q2 2023 | $793,293 | -2.4% | 18,112 | -6.5% | 0.03% | -9.1% |
| Q1 2023 | $812,592 | -12.0% | 19,380 | -15.0% | 0.03% | -19.5% |
| Q4 2022 | $923,902 | -26.7% | 22,807 | -31.6% | 0.04% | -36.9% |
| Q3 2022 | $1,260,000 | -22.2% | 33,331 | -19.8% | 0.06% | -39.3% |
| Q2 2022 | $1,620,000 | -14.3% | 41,540 | +4.0% | 0.11% | +0.9% |
| Q1 2022 | $1,891,000 | -7.5% | 39,927 | +99.9% | 0.11% | -1.9% |
| Q4 2021 | $2,045,000 | +2.2% | 19,971 | -0.1% | 0.11% | -8.5% |
| Q3 2021 | $2,001,000 | -12.7% | 19,986 | -9.2% | 0.12% | -13.2% |
| Q2 2021 | $2,293,000 | -23.0% | 22,006 | -26.3% | 0.14% | -33.3% |
| Q1 2021 | $2,978,000 | +405.6% | 29,874 | +351.8% | 0.20% | +363.6% |
| Q4 2020 | $589,000 | +1.9% | 6,612 | -21.9% | 0.04% | -12.0% |
| Q3 2020 | $578,000 | +12.5% | 8,462 | +7.5% | 0.05% | -2.0% |
| Q2 2020 | $514,000 | +55.3% | 7,868 | +22.6% | 0.05% | +13.3% |
| Q1 2020 | $331,000 | -24.9% | 6,417 | +10.0% | 0.04% | -4.3% |
| Q4 2019 | $441,000 | – | 5,833 | – | 0.05% | – |
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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% |