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 | $275,619 | -5.2% | 6,654 | +0.2% | 0.02% | 0.0% |
| Q2 2023 | $290,862 | -40.6% | 6,641 | -43.1% | 0.02% | -43.8% |
| Q1 2023 | $489,737 | -49.0% | 11,680 | -50.7% | 0.03% | -52.9% |
| Q4 2022 | $959,481 | +101325.1% | 23,685 | -5.4% | 0.07% | -8.1% |
| Q3 2022 | $946 | -6.6% | 25,032 | -3.7% | 0.07% | -7.5% |
| Q2 2022 | $1,013 | -18.0% | 25,983 | -0.5% | 0.08% | -4.8% |
| Q1 2022 | $1,236 | -66.6% | 26,106 | -27.9% | 0.08% | -70.7% |
| Q4 2021 | $3,705 | -11.8% | 36,184 | -13.8% | 0.29% | -30.0% |
| Q3 2021 | $4,202 | +0.9% | 41,979 | +5.0% | 0.41% | -17.2% |
| Q2 2021 | $4,164 | -8.2% | 39,974 | -12.2% | 0.50% | -29.8% |
| Q1 2021 | $4,536 | +36.2% | 45,508 | +21.6% | 0.70% | +6.3% |
| Q4 2020 | $3,330 | -6.8% | 37,413 | -28.5% | 0.66% | -22.3% |
| Q3 2020 | $3,573 | -99.9% | 52,303 | -44.4% | 0.85% | -45.5% |
| Q2 2020 | $6,147,000 | +1621.8% | 94,070 | +1258.6% | 1.56% | +1600.0% |
| Q1 2020 | $357,000 | -2.2% | 6,924 | +43.3% | 0.09% | +3.4% |
| Q4 2019 | $365,000 | +27.6% | 4,831 | +17.7% | 0.09% | +21.9% |
| Q3 2019 | $286,000 | -10.6% | 4,106 | -8.3% | 0.07% | -24.7% |
| Q2 2019 | $320,000 | +47.5% | 4,478 | +44.4% | 0.10% | +21.2% |
| Q1 2019 | $217,000 | – | 3,102 | – | 0.08% | – |
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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% |