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 | $10,352,885 | -10.0% | 249,949 | -4.8% | 2.02% | -6.3% |
| Q2 2023 | $11,504,679 | +5.9% | 262,664 | +1.3% | 2.16% | -2.8% |
| Q1 2023 | $10,866,818 | +9.5% | 259,166 | +5.8% | 2.22% | -2.2% |
| Q4 2022 | $9,925,543 | +13.4% | 245,015 | +5.8% | 2.27% | -1.4% |
| Q3 2022 | $8,755,000 | +2.9% | 231,614 | +6.2% | 2.30% | +5.6% |
| Q2 2022 | $8,507,000 | -12.0% | 218,182 | +6.9% | 2.18% | -3.5% |
| Q1 2022 | $9,663,000 | -20.3% | 204,026 | +72.4% | 2.26% | -22.7% |
| Q4 2021 | $12,120,000 | +25.2% | 118,362 | +22.4% | 2.92% | +11.1% |
| Q3 2021 | $9,679,000 | +10.2% | 96,693 | +14.7% | 2.63% | +10.2% |
| Q2 2021 | $8,782,000 | +17.3% | 84,297 | +12.2% | 2.39% | +3.1% |
| Q1 2021 | $7,489,000 | +73.3% | 75,136 | +54.8% | 2.32% | +56.1% |
| Q4 2020 | $4,321,000 | +30.2% | 48,547 | -0.1% | 1.48% | +11.8% |
| Q3 2020 | $3,320,000 | +9.9% | 48,590 | +5.1% | 1.33% | +5.2% |
| Q2 2020 | $3,020,000 | +30.5% | 46,215 | +2.9% | 1.26% | +11.7% |
| Q1 2020 | $2,314,000 | -38.0% | 44,906 | -8.9% | 1.13% | -37.0% |
| Q4 2019 | $3,730,000 | +18.5% | 49,316 | +9.2% | 1.79% | +0.1% |
| Q3 2019 | $3,148,000 | +3.2% | 45,145 | +5.8% | 1.79% | -0.3% |
| Q2 2019 | $3,049,000 | +6.0% | 42,656 | +3.7% | 1.80% | -2.3% |
| Q1 2019 | $2,876,000 | +19.4% | 41,132 | +3.6% | 1.84% | +4.2% |
| Q4 2018 | $2,408,000 | – | 39,689 | – | 1.76% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Strategic Financial Planning, Inc. | 315,961 | $13,087,109 | 12.05% |
| Financial Advisors, LLC | 984,705 | $40,786,480 | 10.10% |
| RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 811,567 | $33,595,324 | 9.71% |
| FIDELIS iM, LLC | 385,576 | $15,971 | 9.36% |
| MONEYWISE, INC. | 355,217 | $14,713,088 | 9.23% |
| Mokosak Advisory Group, LLC | 497,025 | $20,587,051 | 8.37% |
| Waterford Advisors, LLC | 301,949 | $12,506,710 | 7.00% |
| MERIDIAN MANAGEMENT CO | 515,951 | $21,370,701 | 6.97% |
| ForthRight Wealth Management, LLC | 357,436 | $14,804,981 | 6.38% |
| MARSHALL FINANCIAL GROUP INC /ADV | 372,476 | $15,427,952 | 6.28% |