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 | $2,442,915 | -4.9% | 58,979 | +0.6% | 1.76% | -1.5% |
| Q2 2023 | $2,567,816 | +4.1% | 58,625 | -0.4% | 1.79% | -2.8% |
| Q1 2023 | $2,467,161 | +0.8% | 58,840 | -2.6% | 1.84% | -8.0% |
| Q4 2022 | $2,447,908 | +5.6% | 60,427 | -1.5% | 2.00% | -6.5% |
| Q3 2022 | $2,319,000 | -3.5% | 61,345 | -0.5% | 2.14% | -10.6% |
| Q2 2022 | $2,404,000 | -18.3% | 61,656 | -0.7% | 2.39% | +1.0% |
| Q1 2022 | $2,941,000 | -9.9% | 62,098 | +94.8% | 2.37% | -3.8% |
| Q4 2021 | $3,265,000 | -16.8% | 31,884 | -18.6% | 2.46% | -21.2% |
| Q3 2021 | $3,922,000 | -3.7% | 39,178 | +0.2% | 3.13% | -1.6% |
| Q2 2021 | $4,074,000 | +3.1% | 39,104 | -1.4% | 3.18% | -3.3% |
| Q1 2021 | $3,953,000 | +10.8% | 39,663 | -1.1% | 3.29% | -0.5% |
| Q4 2020 | $3,568,000 | +21.3% | 40,092 | -6.9% | 3.30% | +5.1% |
| Q3 2020 | $2,942,000 | -5.0% | 43,063 | -9.1% | 3.14% | -11.6% |
| Q2 2020 | $3,097,000 | +29.7% | 47,394 | +2.3% | 3.55% | +7.7% |
| Q1 2020 | $2,388,000 | -32.4% | 46,348 | -0.8% | 3.30% | -8.8% |
| Q4 2019 | $3,534,000 | – | 46,724 | – | 3.62% | – |
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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% |