SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 829 filers reported holding SCHWAB STRATEGIC TR in Q2 2021. The put-call ratio across all filers is 0.25 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 ↓ |
|---|---|---|---|
| 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% |