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 2022 | $2,772,000 | -19.5% | 71,096 | -2.2% | 2.29% | -12.8% |
| Q1 2022 | $3,444,000 | +1.7% | 72,726 | +119.8% | 2.62% | +8.2% |
| Q4 2021 | $3,387,000 | +5.8% | 33,080 | +3.5% | 2.43% | -2.7% |
| Q3 2021 | $3,201,000 | -0.4% | 31,974 | +3.7% | 2.49% | -6.1% |
| Q2 2021 | $3,213,000 | +12.4% | 30,844 | +7.5% | 2.66% | +6.9% |
| Q1 2021 | $2,858,000 | +7.0% | 28,679 | -4.5% | 2.48% | +9.1% |
| Q4 2020 | $2,672,000 | +34.9% | 30,019 | +3.6% | 2.28% | +22.6% |
| Q3 2020 | $1,980,000 | +3.2% | 28,975 | -1.3% | 1.86% | -3.7% |
| Q2 2020 | $1,919,000 | +39.1% | 29,368 | +9.6% | 1.93% | +15.4% |
| Q1 2020 | $1,380,000 | -25.1% | 26,785 | +10.0% | 1.67% | -3.2% |
| Q4 2019 | $1,842,000 | +7.7% | 24,356 | -0.8% | 1.73% | -9.3% |
| Q3 2019 | $1,711,000 | -0.3% | 24,541 | +2.2% | 1.90% | +5.1% |
| Q2 2019 | $1,716,000 | +14.5% | 24,005 | +12.0% | 1.81% | +11.7% |
| Q1 2019 | $1,499,000 | +23.9% | 21,435 | +7.5% | 1.62% | +24.8% |
| Q4 2018 | $1,210,000 | -21.1% | 19,943 | -0.9% | 1.30% | +19.0% |
| Q3 2018 | $1,533,000 | +1.3% | 20,132 | +0.8% | 1.09% | -1.3% |
| Q2 2018 | $1,513,000 | +10.3% | 19,982 | +1.6% | 1.11% | -18.3% |
| Q1 2018 | $1,372,000 | 0.0% | 19,671 | 0.0% | 1.35% | +0.2% |
| Q4 2017 | $1,372,000 | – | 19,671 | – | 1.35% | – |
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% |