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 | $31,728 | -5.4% | 766 | 0.0% | 0.01% | -7.1% |
| Q2 2023 | $33,551 | +104746.9% | 766 | 0.0% | 0.01% | -6.7% |
| Q1 2023 | $32 | +3.2% | 766 | 0.0% | 0.02% | 0.0% |
| Q4 2022 | $31 | -99.8% | 766 | +49.6% | 0.02% | 0.0% |
| Q3 2022 | $19,000 | -52.5% | 512 | -49.8% | 0.02% | -11.8% |
| Q2 2022 | $40,000 | -85.8% | 1,020 | -82.8% | 0.02% | -84.4% |
| Q1 2022 | $282,000 | +1.4% | 5,946 | +118.8% | 0.11% | -9.9% |
| Q4 2021 | $278,000 | +2.2% | 2,717 | 0.0% | 0.12% | -3.2% |
| Q3 2021 | $272,000 | -5.9% | 2,717 | -2.0% | 0.12% | -10.1% |
| Q2 2021 | $289,000 | +2.8% | 2,772 | -1.8% | 0.14% | +8.6% |
| Q1 2021 | $281,000 | +73.5% | 2,822 | +33.0% | 0.13% | +73.0% |
| Q4 2020 | $162,000 | +52.8% | 2,122 | +36.6% | 0.07% | +25.4% |
| Q3 2020 | $106,000 | +5.0% | 1,553 | 0.0% | 0.06% | -6.3% |
| Q2 2020 | $101,000 | -8.2% | 1,553 | +6.4% | 0.06% | -12.5% |
| Q4 2019 | $110,000 | – | 1,459 | – | 0.07% | – |
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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% |