SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 748 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 2021 | $36,589,000 | -2.1% | 365,523 | +1.8% | 21.00% | -0.9% |
| Q2 2021 | $37,389,000 | +5.6% | 358,888 | +1.0% | 21.19% | -1.0% |
| Q1 2021 | $35,423,000 | +1.7% | 355,406 | -9.2% | 21.40% | -3.9% |
| Q4 2020 | $34,844,000 | +35.3% | 391,508 | +3.9% | 22.26% | +10.5% |
| Q3 2020 | $25,744,000 | +5.3% | 376,809 | +0.7% | 20.15% | +3.5% |
| Q2 2020 | $24,441,000 | +39.6% | 374,051 | +10.1% | 19.47% | +1.0% |
| Q1 2020 | $17,506,000 | -23.0% | 339,788 | +13.0% | 19.28% | -4.1% |
| Q4 2019 | $22,738,000 | – | 300,615 | – | 20.11% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Filbrandt Wealth Management, LLC | 374,051 | $24,441,000 | 19.47% |
| RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 170,384 | $11,133,000 | 12.93% |
| Strategic Financial Planning, Inc. | 167,381 | $10,937,000 | 12.18% |
| MONEYWISE, INC. | 213,638 | $13,959,000 | 11.18% |
| APPLETON GROUP, LLC | 138,536 | $9,052,000 | 10.90% |
| Marcum Wealth, LLC | 474,002 | $30,971,000 | 9.53% |
| Financial Advisors, LLC | 244,345 | $15,965,000 | 8.90% |
| Mokosak Advisory Group, LLC | 202,751 | $13,254,000 | 8.09% |
| MARSHALL FINANCIAL GROUP INC /ADV | 157,711 | $10,305,000 | 6.84% |
| Charles Schwab Investment Advisory, Inc. | 40,688,542 | $2,658,589,000 | 6.70% |