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 | $20,978,745 | +9.5% | 506,487 | +15.8% | 0.26% | -16.6% |
| Q2 2023 | $19,156,769 | -12.8% | 437,368 | -16.6% | 0.31% | -16.5% |
| Q1 2023 | $21,975,814 | +8.8% | 524,108 | +5.1% | 0.38% | -4.3% |
| Q4 2022 | $20,205,928 | -2.9% | 498,787 | -9.3% | 0.39% | -15.9% |
| Q3 2022 | $20,810,000 | +1.4% | 550,180 | +4.5% | 0.47% | +7.6% |
| Q2 2022 | $20,527,000 | -19.1% | 526,459 | -1.8% | 0.43% | +24.4% |
| Q1 2022 | $25,382,000 | +246.0% | 535,929 | +648.1% | 0.35% | +82.2% |
| Q4 2021 | $7,336,000 | +7.6% | 71,639 | +5.1% | 0.19% | +13.7% |
| Q3 2021 | $6,821,000 | +2.9% | 68,138 | +7.1% | 0.17% | -28.5% |
| Q2 2021 | $6,628,000 | +7.9% | 63,624 | +3.1% | 0.24% | -37.7% |
| Q1 2021 | $6,141,000 | +34.3% | 61,714 | +20.2% | 0.38% | +20.4% |
| Q4 2020 | $4,571,000 | +21.7% | 51,359 | -6.3% | 0.31% | -13.8% |
| Q3 2020 | $3,756,000 | -21.0% | 54,839 | -24.8% | 0.36% | -23.7% |
| Q2 2020 | $4,755,000 | +148.4% | 72,903 | +96.1% | 0.48% | +56.1% |
| Q1 2020 | $1,914,000 | -11.3% | 37,181 | +30.1% | 0.30% | -54.4% |
| Q4 2019 | $2,158,000 | +10.3% | 28,572 | +2.0% | 0.67% | -20.8% |
| Q3 2019 | $1,957,000 | -7.9% | 28,001 | -5.8% | 0.84% | +9.0% |
| Q2 2019 | $2,125,000 | +27.2% | 29,715 | +24.6% | 0.78% | +23.6% |
| Q1 2019 | $1,671,000 | +2.7% | 23,853 | -11.1% | 0.63% | -36.5% |
| Q4 2018 | $1,627,000 | – | 26,838 | – | 0.99% | – |
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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% |