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 2021 | $3,000 | -99.6% | 25 | -99.7% | 0.02% | -78.7% |
| Q1 2021 | $769,000 | +12.3% | 7,725 | +0.3% | 0.08% | +8.7% |
| Q4 2020 | $685,000 | +30.2% | 7,700 | 0.0% | 0.07% | +16.9% |
| Q3 2020 | $526,000 | +4.6% | 7,700 | 0.0% | 0.06% | -4.8% |
| Q2 2020 | $503,000 | -13.4% | 7,700 | -31.7% | 0.06% | -27.9% |
| Q1 2020 | $581,000 | -9.9% | 11,275 | +32.3% | 0.09% | +14.7% |
| Q4 2019 | $645,000 | +8.2% | 8,525 | +2.9% | 0.08% | -1.3% |
| Q3 2019 | $596,000 | +7.4% | 8,285 | +6.8% | 0.08% | +5.6% |
| Q2 2019 | $555,000 | +3.5% | 7,760 | +1.3% | 0.07% | +1.4% |
| Q1 2019 | $536,000 | -0.2% | 7,660 | -4.7% | 0.07% | -5.3% |
| Q4 2018 | $537,000 | -10.1% | 8,035 | +2.6% | 0.08% | +1.4% |
| Q3 2018 | $597,000 | +9.7% | 7,835 | +5.9% | 0.07% | +2.8% |
| Q2 2018 | $544,000 | +6.2% | 7,400 | 0.0% | 0.07% | +12.5% |
| Q1 2018 | $512,000 | -1.2% | 7,400 | -0.3% | 0.06% | +1.6% |
| Q4 2017 | $518,000 | – | 7,425 | – | 0.06% | – |
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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% |