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 | $11,072,990 | -23.6% | 267,334 | -19.2% | 0.20% | -21.4% |
| Q2 2023 | $14,484,902 | +101143.5% | 330,706 | -3.1% | 0.25% | -15.9% |
| Q1 2023 | $14,307 | +31.6% | 341,209 | +27.2% | 0.30% | 0.0% |
| Q4 2022 | $10,870 | -99.7% | 268,341 | +170.3% | 0.30% | +145.8% |
| Q3 2022 | $3,753,000 | +57.2% | 99,290 | +62.2% | 0.12% | +62.2% |
| Q2 2022 | $2,387,000 | -66.0% | 61,223 | -58.7% | 0.07% | -65.4% |
| Q1 2022 | $7,016,000 | -9.0% | 148,141 | +96.7% | 0.21% | -6.6% |
| Q4 2021 | $7,711,000 | +15.3% | 75,308 | +12.7% | 0.23% | +5.0% |
| Q3 2021 | $6,687,000 | +3.1% | 66,805 | +7.3% | 0.22% | -5.2% |
| Q2 2021 | $6,486,000 | +21.7% | 62,262 | +16.5% | 0.23% | +5.0% |
| Q1 2021 | $5,328,000 | +60.7% | 53,457 | +43.5% | 0.22% | +39.5% |
| Q4 2020 | $3,315,000 | +41.1% | 37,242 | +8.3% | 0.16% | +8.3% |
| Q3 2020 | $2,350,000 | – | 34,396 | – | 0.14% | – |
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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% |