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 | $12,762 | +9.0% | 308 | +15.4% | 0.01% | +25.0% |
| Q2 2023 | $11,710 | +14.6% | 267 | +9.4% | 0.00% | -20.0% |
| Q1 2023 | $10,216 | +14.1% | 244 | +10.4% | 0.01% | -16.7% |
| Q4 2022 | $8,951 | +11.9% | 221 | +8.9% | 0.01% | 0.0% |
| Q3 2022 | $8,000 | 0.0% | 203 | +2.0% | 0.01% | 0.0% |
| Q2 2022 | $8,000 | -55.6% | 199 | -50.0% | 0.01% | -53.8% |
| Q1 2022 | $18,000 | +80.0% | 398 | +302.0% | 0.01% | +62.5% |
| Q4 2021 | $10,000 | 0.0% | 99 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $10,000 | 0.0% | 99 | 0.0% | 0.01% | +14.3% |
| Q2 2021 | $10,000 | 0.0% | 99 | +1.0% | 0.01% | -12.5% |
| Q1 2021 | $10,000 | +11.1% | 98 | 0.0% | 0.01% | -11.1% |
| Q4 2020 | $9,000 | -81.2% | 98 | -84.5% | 0.01% | -71.9% |
| Q3 2018 | $48,000 | +2.1% | 634 | +0.2% | 0.03% | -5.9% |
| Q2 2018 | $47,000 | +6.8% | 633 | 0.0% | 0.03% | 0.0% |
| Q1 2018 | $44,000 | +29.4% | 633 | +0.2% | 0.03% | +36.0% |
| Q4 2017 | $34,000 | – | 632 | – | 0.02% | – |
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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% |