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 | $3,359,705 | -3.1% | 81,113 | +2.4% | 1.39% | -3.1% |
| Q2 2023 | $3,468,745 | +6.5% | 79,195 | +2.0% | 1.43% | -0.3% |
| Q1 2023 | $3,256,903 | +3.1% | 77,675 | -0.4% | 1.44% | -4.4% |
| Q4 2022 | $3,158,912 | +10.3% | 77,979 | +2.9% | 1.51% | +1.6% |
| Q3 2022 | $2,865,000 | -1.7% | 75,804 | +1.4% | 1.48% | +2.6% |
| Q2 2022 | $2,915,000 | -17.8% | 74,771 | -0.1% | 1.45% | -3.6% |
| Q1 2022 | $3,546,000 | -6.8% | 74,872 | +101.5% | 1.50% | -6.0% |
| Q4 2021 | $3,805,000 | +2.6% | 37,156 | +0.3% | 1.60% | -7.0% |
| Q3 2021 | $3,708,000 | -1.6% | 37,044 | -0.5% | 1.72% | -2.3% |
| Q2 2021 | $3,768,000 | -2.9% | 37,238 | -4.4% | 1.76% | -11.8% |
| Q1 2021 | $3,881,000 | +15.4% | 38,934 | +3.0% | 1.99% | +7.9% |
| Q4 2020 | $3,363,000 | +28.9% | 37,790 | -1.0% | 1.84% | +11.5% |
| Q3 2020 | $2,609,000 | +5.1% | 38,182 | +0.5% | 1.65% | -5.1% |
| Q2 2020 | $2,482,000 | +20.1% | 37,990 | -5.3% | 1.74% | -3.4% |
| Q1 2020 | $2,067,000 | -37.2% | 40,121 | -8.8% | 1.80% | -24.3% |
| Q4 2019 | $3,293,000 | +16.3% | 43,982 | +7.4% | 2.38% | +0.9% |
| Q3 2019 | $2,832,000 | -5.5% | 40,948 | -2.4% | 2.36% | -6.8% |
| Q2 2019 | $2,997,000 | +1.3% | 41,970 | -0.8% | 2.53% | -12.1% |
| Q1 2019 | $2,958,000 | -2.5% | 42,295 | -15.4% | 2.88% | -9.5% |
| Q4 2018 | $3,033,000 | -15.3% | 49,975 | -4.9% | 3.18% | -4.6% |
| Q3 2018 | $3,581,000 | +0.7% | 52,566 | +8.8% | 3.34% | +1.9% |
| Q2 2018 | $3,555,000 | +10.6% | 48,319 | +3.9% | 3.28% | +2.8% |
| Q1 2018 | $3,215,000 | +5.5% | 46,508 | +6.4% | 3.19% | -3.0% |
| Q4 2017 | $3,047,000 | – | 43,690 | – | 3.29% | – |
Download | ||||||
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% |