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 | ||||
---|---|---|---|---|---|---|
Q2 2023 | $15,330 | +278.4% | 350 | +250.0% | 0.01% | +250.0% |
Q4 2022 | $4,051 | -63.2% | 100 | -67.0% | 0.00% | -66.7% |
Q3 2022 | $11,000 | -31.2% | 303 | -25.2% | 0.01% | -25.0% |
Q2 2022 | $16,000 | -48.4% | 405 | -37.6% | 0.01% | -38.5% |
Q1 2022 | $31,000 | +19.2% | 649 | +156.5% | 0.01% | +30.0% |
Q4 2021 | $26,000 | +4.0% | 253 | +0.4% | 0.01% | -9.1% |
Q3 2021 | $25,000 | -97.4% | 252 | -97.3% | 0.01% | -97.6% |
Q2 2021 | $978,000 | +25.7% | 9,389 | +20.3% | 0.46% | +8.4% |
Q1 2021 | $778,000 | +2.4% | 7,806 | -8.6% | 0.43% | +2.6% |
Q4 2020 | $760,000 | – | 8,544 | – | 0.42% | – |
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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% |