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 | $1,153,340 | -22.5% | 27,845 | -18.1% | 0.82% | -14.8% |
Q2 2023 | $1,488,543 | +2.7% | 33,985 | -1.6% | 0.96% | -6.2% |
Q1 2023 | $1,448,891 | +7.8% | 34,555 | +4.1% | 1.03% | -7.1% |
Q4 2022 | $1,344,608 | +42.7% | 33,192 | +33.2% | 1.11% | +26.5% |
Q3 2022 | $942,000 | -11.0% | 24,917 | -8.2% | 0.88% | -1.5% |
Q2 2022 | $1,059,000 | -59.4% | 27,157 | -50.6% | 0.89% | -49.2% |
Q1 2022 | $2,606,000 | +4.7% | 55,019 | +126.2% | 1.75% | +1.6% |
Q4 2021 | $2,490,000 | +3.8% | 24,321 | +1.5% | 1.72% | -1.5% |
Q3 2021 | $2,398,000 | +14.0% | 23,956 | +18.7% | 1.75% | +13.1% |
Q2 2021 | $2,103,000 | +40.4% | 20,183 | +34.3% | 1.55% | +28.2% |
Q1 2021 | $1,498,000 | +171.9% | 15,031 | +142.9% | 1.21% | +152.3% |
Q4 2020 | $551,000 | -89.1% | 6,189 | -90.8% | 0.48% | -94.0% |
Q4 2019 | $5,062,000 | – | 66,927 | – | 8.01% | – |
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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% |