SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 631 filers reported holding SCHWAB STRATEGIC TR in Q3 2020. The put-call ratio across all filers is 1.10 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $1,235,000 | +0.8% | 12,059 | -1.5% | 0.62% | -4.8% |
| Q3 2021 | $1,225,000 | -2.9% | 12,241 | +1.1% | 0.65% | -2.6% |
| Q2 2021 | $1,261,000 | -26.2% | 12,102 | -29.4% | 0.66% | -32.1% |
| Q1 2021 | $1,708,000 | +19.4% | 17,134 | +6.6% | 0.98% | +10.8% |
| Q4 2020 | $1,431,000 | +38.4% | 16,077 | +6.2% | 0.88% | +25.7% |
| Q3 2020 | $1,034,000 | +1.7% | 15,139 | -2.7% | 0.70% | -7.4% |
| Q2 2020 | $1,017,000 | +19.4% | 15,558 | -6.0% | 0.76% | +2.2% |
| Q1 2020 | $852,000 | -29.0% | 16,543 | +4.2% | 0.74% | -14.8% |
| Q4 2019 | $1,200,000 | – | 15,870 | – | 0.87% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| MONEYWISE, INC. | 429,490 | $20,341,000 | 13.40% |
| Strategic Financial Planning, Inc. | 293,115 | $13,882,000 | 11.54% |
| Financial Advisors, LLC | 766,284 | $36,291,000 | 11.33% |
| Ascension Capital Advisors, Inc. | 250,304 | $11,854,000 | 9.55% |
| RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 508,673 | $24,091,000 | 8.72% |
| FIDELIS iM, LLC | 304,946 | $14,442,000 | 8.49% |
| Mokosak Advisory Group, LLC | 432,932 | $20,505,000 | 8.31% |
| Marcum Wealth, LLC | 1,187,645 | $56,247,000 | 7.76% |
| MARSHALL FINANCIAL GROUP INC /ADV | 375,734 | $17,795,000 | 7.10% |
| Charles Schwab Investment Advisory, Inc. | 93,500,710 | $4,428,193,000 | 7.04% |