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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $3,300,463 | +3.8% | 78,714 | +0.3% | 1.18% | -0.4% |
| Q4 2022 | $3,180,489 | +7.2% | 78,511 | +0.1% | 1.19% | -2.8% |
| Q3 2022 | $2,966,000 | -3.0% | 78,464 | +0.0% | 1.22% | +2.5% |
| Q2 2022 | $3,058,000 | -17.5% | 78,432 | +0.2% | 1.19% | -7.9% |
| Q1 2022 | $3,705,000 | -7.4% | 78,247 | +100.1% | 1.29% | -4.2% |
| Q4 2021 | $4,003,000 | +2.9% | 39,095 | +0.6% | 1.35% | -4.7% |
| Q3 2021 | $3,892,000 | -3.9% | 38,876 | +0.0% | 1.42% | -5.3% |
| Q2 2021 | $4,049,000 | +4.0% | 38,863 | -0.6% | 1.50% | -2.2% |
| Q1 2021 | $3,895,000 | +6.0% | 39,078 | -5.3% | 1.53% | -3.5% |
| Q4 2020 | $3,673,000 | +30.3% | 41,268 | +0.0% | 1.58% | +14.9% |
| Q3 2020 | $2,818,000 | +4.6% | 41,253 | +0.0% | 1.38% | -2.2% |
| Q2 2020 | $2,694,000 | +17.7% | 41,235 | -7.2% | 1.41% | +5.4% |
| Q1 2020 | $2,289,000 | -7.0% | 44,427 | +36.5% | 1.34% | +15.9% |
| Q4 2019 | $2,462,000 | +7.7% | 32,544 | -0.8% | 1.15% | -0.6% |
| Q3 2019 | $2,287,000 | -0.4% | 32,802 | +2.1% | 1.16% | -2.2% |
| Q2 2019 | $2,297,000 | +2.8% | 32,138 | +0.5% | 1.19% | -2.2% |
| Q1 2019 | $2,235,000 | +16.5% | 31,964 | +1.0% | 1.21% | +1.5% |
| Q4 2018 | $1,919,000 | -12.3% | 31,633 | +10.1% | 1.20% | -5.4% |
| Q3 2018 | $2,189,000 | +4.1% | 28,737 | +0.6% | 1.26% | -2.6% |
| Q2 2018 | $2,102,000 | +35.4% | 28,578 | +27.3% | 1.30% | +36.3% |
| Q1 2018 | $1,552,000 | +38.0% | 22,450 | +39.1% | 0.95% | +38.2% |
| Q4 2017 | $1,125,000 | +9.0% | 16,137 | +5.3% | 0.69% | +3.8% |
| Q3 2017 | $1,032,000 | +13.0% | 15,321 | +7.3% | 0.66% | +7.3% |
| Q2 2017 | $913,000 | +1.6% | 14,282 | +0.0% | 0.62% | -4.2% |
| Q1 2017 | $899,000 | +2.4% | 14,278 | -0.0% | 0.65% | -4.2% |
| Q4 2016 | $878,000 | – | 14,279 | – | 0.67% | – |
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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% |