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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $556,793 | -2.3% | 13,745 | -8.9% | 0.14% | -4.1% |
| Q3 2022 | $570,000 | -14.8% | 15,087 | -12.1% | 0.15% | -16.0% |
| Q2 2022 | $669,000 | -19.8% | 17,161 | -2.6% | 0.18% | -4.4% |
| Q1 2022 | $834,000 | +20.5% | 17,620 | +160.8% | 0.18% | +18.1% |
| Q4 2021 | $692,000 | -74.7% | 6,756 | -75.3% | 0.16% | -77.5% |
| Q3 2021 | $2,735,000 | -1.0% | 27,327 | +3.0% | 0.69% | -4.7% |
| Q2 2021 | $2,764,000 | +10.2% | 26,532 | +5.4% | 0.72% | -2.6% |
| Q1 2021 | $2,509,000 | +14.9% | 25,176 | +2.7% | 0.74% | +1.4% |
| Q4 2020 | $2,183,000 | +36.3% | 24,524 | +4.6% | 0.73% | +8.6% |
| Q3 2020 | $1,602,000 | +9.9% | 23,450 | +5.1% | 0.67% | +0.9% |
| Q2 2020 | $1,458,000 | +41.0% | 22,311 | +11.1% | 0.67% | +4.9% |
| Q1 2020 | $1,034,000 | -28.8% | 20,080 | +4.5% | 0.64% | -4.5% |
| Q4 2019 | $1,453,000 | +11.5% | 19,216 | +2.9% | 0.67% | +1.5% |
| Q3 2019 | $1,303,000 | +6.8% | 18,680 | +9.4% | 0.66% | +21.0% |
| Q2 2019 | $1,220,000 | +7.7% | 17,069 | +5.3% | 0.54% | +3.8% |
| Q1 2019 | $1,133,000 | +21.6% | 16,205 | +5.5% | 0.52% | +5.9% |
| Q4 2018 | $932,000 | -13.3% | 15,363 | +7.5% | 0.49% | +0.2% |
| Q3 2018 | $1,075,000 | -18.6% | 14,288 | -20.4% | 0.49% | -15.0% |
| Q2 2018 | $1,320,000 | +18.7% | 17,942 | +13.2% | 0.58% | +13.1% |
| Q1 2018 | $1,112,000 | +44.2% | 15,844 | +39.3% | 0.51% | +37.6% |
| Q4 2017 | $771,000 | – | 11,371 | – | 0.37% | – |
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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% |