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 | $9,691,156 | +10.2% | 233,973 | +16.5% | 0.06% | +9.4% |
| Q2 2023 | $8,797,543 | +9.5% | 200,857 | +4.8% | 0.05% | +1.9% |
| Q1 2023 | $8,037,841 | -13.6% | 191,697 | -16.5% | 0.05% | -22.4% |
| Q4 2022 | $9,298,676 | +19.0% | 229,540 | +11.0% | 0.07% | +8.1% |
| Q3 2022 | $7,816,000 | -6.4% | 206,779 | -3.5% | 0.06% | -7.5% |
| Q2 2022 | $8,352,000 | -38.1% | 214,203 | -24.8% | 0.07% | -28.0% |
| Q1 2022 | $13,491,000 | -1.4% | 284,858 | +113.2% | 0.09% | -2.1% |
| Q4 2021 | $13,679,000 | +84.0% | 133,583 | +79.9% | 0.10% | +55.7% |
| Q3 2021 | $7,434,000 | -18.4% | 74,267 | -15.1% | 0.06% | -23.8% |
| Q2 2021 | $9,108,000 | +135.5% | 87,427 | +125.3% | 0.08% | +105.1% |
| Q1 2021 | $3,867,000 | +349.7% | 38,799 | +301.7% | 0.04% | +290.0% |
| Q4 2020 | $860,000 | +54.4% | 9,658 | +18.4% | 0.01% | +25.0% |
| Q3 2020 | $557,000 | +44.7% | 8,154 | +38.5% | 0.01% | +33.3% |
| Q2 2020 | $385,000 | +25.0% | 5,889 | +44.8% | 0.01% | -14.3% |
| Q4 2019 | $308,000 | -3.1% | 4,068 | -10.9% | 0.01% | -22.2% |
| Q3 2019 | $318,000 | +49.3% | 4,564 | +53.2% | 0.01% | +50.0% |
| Q2 2019 | $213,000 | 0.0% | 2,979 | -15.0% | 0.01% | -83.3% |
| Q4 2018 | $213,000 | – | 3,503 | – | 0.04% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Strategic Financial Planning, Inc. | 315,961 | $13,087,109 | 12.05% |
| Financial Advisors, LLC | 984,705 | $40,786,480 | 10.10% |
| RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 811,567 | $33,595,324 | 9.71% |
| FIDELIS iM, LLC | 385,576 | $15,971 | 9.36% |
| MONEYWISE, INC. | 355,217 | $14,713,088 | 9.23% |
| Mokosak Advisory Group, LLC | 497,025 | $20,587,051 | 8.37% |
| Waterford Advisors, LLC | 301,949 | $12,506,710 | 7.00% |
| MERIDIAN MANAGEMENT CO | 515,951 | $21,370,701 | 6.97% |
| ForthRight Wealth Management, LLC | 357,436 | $14,804,981 | 6.38% |
| MARSHALL FINANCIAL GROUP INC /ADV | 372,476 | $15,427,952 | 6.28% |