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 | $2,376,748 | -11.0% | 57,382 | -5.9% | 1.25% | -11.4% |
| Q2 2023 | $2,670,308 | +8.5% | 60,966 | +3.8% | 1.41% | -2.0% |
| Q1 2023 | $2,461,758 | -4.2% | 58,711 | -0.8% | 1.44% | -2.5% |
| Q4 2022 | $2,569,900 | -35.6% | 59,201 | -43.9% | 1.47% | -34.1% |
| Q3 2022 | $3,991,000 | +3.2% | 105,576 | +6.5% | 2.24% | +6.5% |
| Q2 2022 | $3,866,000 | +78.6% | 99,155 | +116.9% | 2.10% | +86.6% |
| Q1 2022 | $2,165,000 | +687.3% | 45,706 | +1602.3% | 1.12% | +655.0% |
| Q4 2021 | $275,000 | +3.0% | 2,685 | +0.5% | 0.15% | -5.1% |
| Q3 2021 | $267,000 | -4.0% | 2,672 | +0.3% | 0.16% | -9.2% |
| Q2 2021 | $278,000 | +4.9% | 2,664 | +0.2% | 0.17% | -2.3% |
| Q1 2021 | $265,000 | +12.3% | 2,659 | +0.2% | 0.18% | -1.7% |
| Q4 2020 | $236,000 | – | 2,653 | – | 0.18% | – |
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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% |