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 | $296,048 | -9.6% | 7,227 | +0.1% | 0.20% | +8.2% |
| Q2 2023 | $327,415 | +5.1% | 7,223 | +0.3% | 0.18% | -3.7% |
| Q1 2023 | $311,398 | -1.7% | 7,204 | -1.4% | 0.19% | -1.0% |
| Q4 2022 | $316,845 | +12.0% | 7,304 | +3.7% | 0.19% | +14.9% |
| Q3 2022 | $283,000 | -6.6% | 7,044 | +0.3% | 0.17% | -21.1% |
| Q2 2022 | $303,000 | -9.8% | 7,026 | +93.1% | 0.21% | +22.4% |
| Q1 2022 | $336,000 | 0.0% | 3,638 | 0.0% | 0.17% | 0.0% |
| Q4 2021 | $336,000 | -14.5% | 3,638 | -4.6% | 0.17% | -7.0% |
| Q3 2021 | $393,000 | +1.3% | 3,813 | +0.1% | 0.19% | -15.8% |
| Q2 2021 | $388,000 | -3.5% | 3,808 | -4.2% | 0.22% | -18.7% |
| Q1 2021 | $402,000 | +11.7% | 3,977 | -1.4% | 0.27% | +19.2% |
| Q4 2020 | $360,000 | +24.1% | 4,034 | -1.0% | 0.23% | -5.8% |
| Q3 2020 | $290,000 | +4.3% | 4,073 | -0.2% | 0.24% | -15.6% |
| Q2 2020 | $278,000 | +7.3% | 4,081 | -7.5% | 0.29% | -31.3% |
| Q1 2020 | $259,000 | – | 4,414 | – | 0.42% | – |
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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% |