SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 808 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $225,301 | -7.7% | 5,439 | -2.4% | 0.23% | -5.0% |
| Q2 2023 | $244,052 | +4.5% | 5,572 | +0.0% | 0.24% | -2.8% |
| Q1 2023 | $233,575 | +0.7% | 5,571 | -2.7% | 0.25% | +2.9% |
| Q4 2022 | $231,851 | +4.4% | 5,723 | -2.5% | 0.24% | -3.6% |
| Q3 2022 | $222,000 | -8.6% | 5,869 | -6.0% | 0.25% | -1.2% |
| Q2 2022 | $243,000 | -18.5% | 6,244 | -0.7% | 0.25% | +15.0% |
| Q1 2022 | $298,000 | -8.6% | 6,289 | +97.7% | 0.22% | -4.8% |
| Q4 2021 | $326,000 | +2.5% | 3,181 | +0.0% | 0.23% | -4.9% |
| Q3 2021 | $318,000 | -3.9% | 3,180 | 0.0% | 0.24% | -4.3% |
| Q2 2021 | $331,000 | +5.1% | 3,180 | +0.7% | 0.25% | -3.4% |
| Q1 2021 | $315,000 | +10.5% | 3,159 | -1.5% | 0.26% | +0.8% |
| Q4 2020 | $285,000 | +26.1% | 3,206 | -3.1% | 0.26% | +9.7% |
| Q3 2020 | $226,000 | +1.8% | 3,308 | -2.7% | 0.24% | -7.0% |
| Q2 2020 | $222,000 | -22.9% | 3,400 | -10.7% | 0.26% | -5.9% |
| Q4 2019 | $288,000 | – | 3,808 | – | 0.27% | – |
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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% |