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 2021 | $1,100,000 | +2.7% | 10,747 | +0.5% | 0.41% | -7.4% |
| Q3 2021 | $1,071,000 | +0.1% | 10,696 | +4.1% | 0.44% | +1.1% |
| Q2 2021 | $1,070,000 | +8.9% | 10,274 | +4.2% | 0.44% | +2.1% |
| Q1 2021 | $983,000 | +13.0% | 9,858 | +0.8% | 0.43% | +7.5% |
| Q4 2020 | $870,000 | +107.1% | 9,780 | +58.9% | 0.40% | +82.3% |
| Q3 2020 | $420,000 | +1.7% | 6,153 | -2.6% | 0.22% | -8.7% |
| Q2 2020 | $413,000 | +28.3% | 6,315 | +1.1% | 0.24% | +4.3% |
| Q1 2020 | $322,000 | -18.7% | 6,246 | +19.3% | 0.23% | +0.9% |
| Q4 2019 | $396,000 | +4.8% | 5,234 | -3.3% | 0.23% | -4.2% |
| Q3 2019 | $378,000 | +8.9% | 5,414 | +11.4% | 0.24% | +8.1% |
| Q2 2019 | $347,000 | +8.8% | 4,860 | +6.5% | 0.22% | +3.3% |
| Q1 2019 | $319,000 | +23.6% | 4,563 | +7.5% | 0.21% | +8.1% |
| Q4 2018 | $258,000 | -16.5% | 4,246 | +4.7% | 0.20% | -7.5% |
| Q3 2018 | $309,000 | +17.0% | 4,056 | +12.9% | 0.21% | +10.9% |
| Q2 2018 | $264,000 | +2.3% | 3,594 | -3.6% | 0.19% | -4.0% |
| Q1 2018 | $258,000 | -63.2% | 3,730 | -62.9% | 0.20% | +14.2% |
| Q4 2017 | $701,000 | +207.5% | 10,047 | +196.7% | 0.18% | -5.9% |
| Q3 2017 | $228,000 | – | 3,386 | – | 0.19% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| MONEYWISE, INC. | 429,490 | $20,341,000 | 13.40% |
| Strategic Financial Planning, Inc. | 293,115 | $13,882,000 | 11.54% |
| Financial Advisors, LLC | 766,284 | $36,291,000 | 11.33% |
| Ascension Capital Advisors, Inc. | 250,304 | $11,854,000 | 9.55% |
| RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 508,673 | $24,091,000 | 8.72% |
| FIDELIS iM, LLC | 304,946 | $14,442,000 | 8.49% |
| Mokosak Advisory Group, LLC | 432,932 | $20,505,000 | 8.31% |
| Marcum Wealth, LLC | 1,187,645 | $56,247,000 | 7.76% |
| MARSHALL FINANCIAL GROUP INC /ADV | 375,734 | $17,795,000 | 7.10% |
| Charles Schwab Investment Advisory, Inc. | 93,500,710 | $4,428,193,000 | 7.04% |