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 | $9,045,299 | -3.6% | 218,380 | +1.9% | 1.28% | +1.3% |
| Q2 2023 | $9,386,040 | +11.4% | 214,293 | +6.7% | 1.26% | +2.3% |
| Q1 2023 | $8,422,556 | +6.0% | 200,872 | +2.4% | 1.24% | -1.4% |
| Q4 2022 | $7,948,000 | +9.6% | 196,200 | +2.2% | 1.25% | +4.9% |
| Q3 2022 | $7,254,000 | +12.2% | 191,913 | +15.7% | 1.20% | +43.1% |
| Q2 2022 | $6,468,000 | -18.3% | 165,890 | -0.8% | 0.84% | -28.0% |
| Q1 2022 | $7,917,000 | -0.8% | 167,164 | +114.6% | 1.16% | +2.8% |
| Q4 2021 | $7,977,000 | +6.6% | 77,905 | +4.2% | 1.13% | -1.9% |
| Q3 2021 | $7,484,000 | +5.9% | 74,765 | +10.2% | 1.15% | +0.7% |
| Q2 2021 | $7,070,000 | +13.6% | 67,862 | +8.6% | 1.14% | +3.0% |
| Q1 2021 | $6,225,000 | +23.3% | 62,460 | +10.1% | 1.11% | +7.5% |
| Q4 2020 | $5,049,000 | – | 56,735 | – | 1.03% | – |
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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% |