SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 827 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is 0.56 and the average weighting 0.7%.
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 ↓ |
|---|---|---|---|
| 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% |