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 | $3,289,037 | -4.7% | 79,407 | +0.8% | 1.37% | +0.8% |
| Q2 2023 | $3,451,089 | +5.1% | 78,792 | +0.6% | 1.36% | -0.6% |
| Q1 2023 | $3,282,657 | +5.2% | 78,289 | +1.6% | 1.37% | +0.1% |
| Q4 2022 | $3,120,525 | +7.7% | 77,031 | +0.5% | 1.37% | +3.3% |
| Q3 2022 | $2,898,000 | -6.4% | 76,660 | -3.5% | 1.32% | -0.1% |
| Q2 2022 | $3,096,000 | -14.8% | 79,401 | +3.5% | 1.32% | +0.4% |
| Q1 2022 | $3,632,000 | -7.3% | 76,704 | +100.5% | 1.32% | 0.0% |
| Q4 2021 | $3,918,000 | +1.1% | 38,259 | -1.2% | 1.32% | -4.8% |
| Q3 2021 | $3,876,000 | -13.2% | 38,715 | -9.6% | 1.39% | -4.3% |
| Q2 2021 | $4,464,000 | +4.1% | 42,849 | -0.5% | 1.45% | +0.8% |
| Q1 2021 | $4,290,000 | +10.0% | 43,048 | -1.8% | 1.44% | +8.1% |
| Q4 2020 | $3,900,000 | +30.3% | 43,825 | +0.0% | 1.33% | +18.7% |
| Q3 2020 | $2,994,000 | +6.8% | 43,818 | +2.2% | 1.12% | +0.4% |
| Q2 2020 | $2,803,000 | +27.3% | 42,890 | +0.4% | 1.12% | +9.6% |
| Q1 2020 | $2,202,000 | -29.9% | 42,727 | +2.9% | 1.02% | -16.0% |
| Q4 2019 | $3,142,000 | +11.9% | 41,541 | +3.1% | 1.21% | +5.8% |
| Q3 2019 | $2,809,000 | +0.2% | 40,292 | +2.8% | 1.14% | -2.2% |
| Q2 2019 | $2,802,000 | +11.9% | 39,202 | +9.4% | 1.17% | +6.4% |
| Q1 2019 | $2,505,000 | +15.2% | 35,821 | +0.0% | 1.10% | +2.3% |
| Q4 2018 | $2,174,000 | -20.3% | 35,819 | +0.0% | 1.08% | -11.3% |
| Q3 2018 | $2,728,000 | +1.2% | 35,812 | -2.3% | 1.21% | -2.4% |
| Q2 2018 | $2,696,000 | -2.4% | 36,642 | -8.3% | 1.24% | -2.6% |
| Q1 2018 | $2,763,000 | – | 39,957 | – | 1.28% | – |
Download | ||||||
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% |