SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 814 filers reported holding SCHWAB STRATEGIC TR in Q1 2021. The put-call ratio across all filers is 0.43 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $231,556 | -3.6% | 4,880 | 0.0% | 0.08% | -7.9% |
| Q1 2024 | $240,291 | +4.2% | 4,880 | 0.0% | 0.09% | -5.3% |
| Q4 2023 | $230,531 | -34.1% | 4,880 | -42.2% | 0.09% | -38.6% |
| Q3 2023 | $349,958 | -5.4% | 8,449 | +0.1% | 0.15% | -3.8% |
| Q2 2023 | $369,803 | -6.4% | 8,443 | -10.4% | 0.16% | -12.6% |
| Q1 2023 | $394,897 | +3.5% | 9,418 | 0.0% | 0.18% | -1.6% |
| Q4 2022 | $381,523 | +3.4% | 9,418 | -3.5% | 0.18% | -4.6% |
| Q3 2022 | $369,000 | +50.6% | 9,764 | +55.7% | 0.19% | +56.5% |
| Q2 2022 | $245,000 | -29.6% | 6,271 | -14.6% | 0.12% | -19.0% |
| Q1 2022 | $348,000 | -7.7% | 7,341 | +99.6% | 0.15% | -4.4% |
| Q4 2021 | $377,000 | -4.3% | 3,678 | -6.5% | 0.16% | -5.9% |
| Q3 2021 | $394,000 | -4.6% | 3,935 | -0.7% | 0.17% | -2.3% |
| Q2 2021 | $413,000 | +13.5% | 3,961 | +8.6% | 0.17% | +3.0% |
| Q1 2021 | $364,000 | +34.3% | 3,648 | +19.9% | 0.17% | +20.7% |
| Q4 2020 | $271,000 | +20.4% | 3,042 | -7.8% | 0.14% | +8.5% |
| Q3 2020 | $225,000 | -72.0% | 3,299 | -73.2% | 0.13% | -75.4% |
| Q2 2020 | $805,000 | -44.8% | 12,317 | -56.5% | 0.52% | -61.2% |
| Q1 2020 | $1,459,000 | -32.7% | 28,316 | -1.2% | 1.35% | -20.8% |
| Q4 2019 | $2,168,000 | – | 28,657 | – | 1.71% | – |
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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% |