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 2021 | $1,568,000 | -3.9% | 15,660 | 0.0% | 0.88% | -3.8% |
| Q2 2021 | $1,631,000 | -6.5% | 15,660 | -10.5% | 0.91% | -13.4% |
| Q1 2021 | $1,744,000 | +13.7% | 17,501 | +1.5% | 1.05% | +2.6% |
| Q4 2020 | $1,534,000 | +27.6% | 17,236 | -2.0% | 1.03% | +12.0% |
| Q3 2020 | $1,202,000 | +12.1% | 17,589 | +7.2% | 0.92% | +3.4% |
| Q2 2020 | $1,072,000 | +30.9% | 16,413 | +3.2% | 0.89% | +8.7% |
| Q1 2020 | $819,000 | -32.6% | 15,904 | -1.0% | 0.82% | -12.4% |
| Q4 2019 | $1,215,000 | +8.3% | 16,065 | -0.1% | 0.93% | +3.1% |
| Q3 2019 | $1,122,000 | -0.5% | 16,086 | +1.9% | 0.90% | -1.0% |
| Q2 2019 | $1,128,000 | +3.9% | 15,783 | +1.6% | 0.91% | -3.1% |
| Q1 2019 | $1,086,000 | +16.8% | 15,529 | +1.3% | 0.94% | -13.6% |
| Q4 2018 | $930,000 | -18.0% | 15,333 | +3.0% | 1.09% | -5.6% |
| Q3 2018 | $1,134,000 | +5.2% | 14,890 | +1.6% | 1.15% | +16.1% |
| Q2 2018 | $1,078,000 | +14.6% | 14,652 | +7.6% | 0.99% | +11.1% |
| Q1 2018 | $941,000 | +14.9% | 13,613 | +15.9% | 0.89% | +14.2% |
| Q4 2017 | $819,000 | – | 11,748 | – | 0.78% | – |
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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% |