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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $722,210 | -16.7% | 17,224 | -19.5% | 0.19% | -17.0% |
| Q4 2022 | $867,270 | -15.1% | 21,409 | -20.7% | 0.22% | -19.4% |
| Q3 2022 | $1,021,000 | -44.7% | 27,003 | -42.9% | 0.28% | -45.6% |
| Q2 2022 | $1,845,000 | -24.5% | 47,329 | -8.2% | 0.51% | -26.8% |
| Q1 2022 | $2,443,000 | -3.2% | 51,576 | +109.3% | 0.70% | -3.9% |
| Q4 2021 | $2,523,000 | +137.8% | 24,638 | +132.4% | 0.73% | +115.4% |
| Q3 2021 | $1,061,000 | -6.5% | 10,602 | -2.7% | 0.34% | -41.0% |
| Q2 2021 | $1,135,000 | +81.6% | 10,893 | +73.6% | 0.57% | +64.1% |
| Q1 2021 | $625,000 | +37.4% | 6,274 | +22.6% | 0.35% | +34.4% |
| Q4 2020 | $455,000 | +30.0% | 5,117 | 0.0% | 0.26% | +24.5% |
| Q3 2020 | $350,000 | +4.8% | 5,117 | 0.0% | 0.21% | -8.4% |
| Q2 2020 | $334,000 | +7.4% | 5,117 | +24.4% | 0.23% | +9.1% |
| Q4 2019 | $311,000 | – | 4,112 | – | 0.21% | – |
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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% |