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 | $764,519 | -5.4% | 18,458 | -0.0% | 0.17% | +2.4% |
| Q2 2023 | $808,516 | +6.5% | 18,459 | +2.0% | 0.17% | +0.6% |
| Q1 2023 | $758,911 | +2.4% | 18,099 | -1.0% | 0.17% | -6.1% |
| Q4 2022 | $740,936 | -3.0% | 18,290 | -9.5% | 0.18% | -13.0% |
| Q3 2022 | $764,000 | -25.8% | 20,221 | -23.4% | 0.21% | -26.1% |
| Q2 2022 | $1,030,000 | -17.6% | 26,411 | +0.0% | 0.28% | -6.4% |
| Q1 2022 | $1,250,000 | +25.6% | 26,401 | +171.6% | 0.30% | +20.6% |
| Q4 2021 | $995,000 | +58.4% | 9,721 | +5.8% | 0.25% | -45.4% |
| Q3 2021 | $628,000 | -35.2% | 9,192 | -1.2% | 0.45% | +64.5% |
| Q2 2021 | $969,000 | +4.5% | 9,303 | +0.0% | 0.28% | -21.6% |
| Q1 2021 | $927,000 | +13.3% | 9,302 | +1.2% | 0.35% | -29.9% |
| Q4 2020 | $818,000 | +30.3% | 9,194 | +0.0% | 0.50% | +10.6% |
| Q3 2020 | $628,000 | +4.7% | 9,192 | +0.0% | 0.45% | -7.9% |
| Q2 2020 | $600,000 | +13.0% | 9,189 | -10.8% | 0.49% | -8.5% |
| Q1 2020 | $531,000 | -44.2% | 10,298 | -18.1% | 0.54% | -38.5% |
| Q4 2019 | $952,000 | – | 12,581 | – | 0.88% | – |
Download | ||||||
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% |