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 | $321,050 | -89.6% | 7,882 | -88.8% | 0.17% | -89.1% |
| Q2 2023 | $3,086,761 | +44.5% | 70,474 | +38.4% | 1.54% | +38.7% |
| Q1 2023 | $2,135,495 | +921.0% | 50,930 | +886.4% | 1.11% | +856.0% |
| Q4 2022 | $209,153 | -95.4% | 5,163 | -95.5% | 0.12% | -96.1% |
| Q2 2022 | $4,518,000 | -17.4% | 115,870 | +0.3% | 2.95% | +2.3% |
| Q1 2022 | $5,469,000 | -2.0% | 115,484 | +111.9% | 2.88% | -2.5% |
| Q4 2021 | $5,581,000 | +18.5% | 54,497 | +15.8% | 2.96% | +4.4% |
| Q3 2021 | $4,711,000 | +2.9% | 47,064 | +7.1% | 2.83% | -4.6% |
| Q2 2021 | $4,580,000 | +21.4% | 43,959 | +16.1% | 2.97% | +11.4% |
| Q1 2021 | $3,773,000 | +426.2% | 37,858 | +369.9% | 2.66% | +411.5% |
| Q4 2020 | $717,000 | -91.1% | 8,057 | -92.4% | 0.52% | -92.5% |
| Q4 2019 | $8,028,000 | +19.0% | 106,138 | +9.7% | 6.94% | +8.9% |
| Q3 2019 | $6,746,000 | +3.5% | 96,745 | +6.0% | 6.38% | +6.8% |
| Q2 2019 | $6,517,000 | +27.8% | 91,281 | +25.2% | 5.98% | +34.9% |
| Q1 2019 | $5,099,000 | +47.6% | 72,913 | +28.1% | 4.43% | +36.2% |
| Q4 2018 | $3,454,000 | -10.4% | 56,921 | +12.4% | 3.25% | +7.7% |
| Q3 2018 | $3,857,000 | +21.1% | 50,632 | +16.9% | 3.02% | +16.6% |
| Q2 2018 | $3,185,000 | +11.8% | 43,298 | +5.0% | 2.59% | +8.6% |
| Q1 2018 | $2,850,000 | -5.4% | 41,229 | -4.6% | 2.38% | -7.5% |
| Q4 2017 | $3,013,000 | – | 43,205 | – | 2.58% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| MONEYWISE, INC. | 429,490 | $20,341,000 | 13.40% |
| Strategic Financial Planning, Inc. | 293,115 | $13,882,000 | 11.54% |
| Financial Advisors, LLC | 766,284 | $36,291,000 | 11.33% |
| Ascension Capital Advisors, Inc. | 250,304 | $11,854,000 | 9.55% |
| RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 508,673 | $24,091,000 | 8.72% |
| FIDELIS iM, LLC | 304,946 | $14,442,000 | 8.49% |
| Mokosak Advisory Group, LLC | 432,932 | $20,505,000 | 8.31% |
| Marcum Wealth, LLC | 1,187,645 | $56,247,000 | 7.76% |
| MARSHALL FINANCIAL GROUP INC /ADV | 375,734 | $17,795,000 | 7.10% |
| Charles Schwab Investment Advisory, Inc. | 93,500,710 | $4,428,193,000 | 7.04% |