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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $359,339 | -16.7% | 7,573 | -13.6% | 0.14% | -18.0% |
| Q1 2024 | $431,342 | +3.3% | 8,760 | -0.8% | 0.17% | -3.5% |
| Q4 2023 | $417,365 | +12.8% | 8,835 | -1.1% | 0.17% | +1.8% |
| Q3 2023 | $370,088 | -5.7% | 8,935 | -0.3% | 0.17% | -0.6% |
| Q2 2023 | $392,492 | +11.9% | 8,961 | +7.2% | 0.17% | +11.8% |
| Q1 2023 | $350,661 | +3.1% | 8,363 | -0.4% | 0.15% | +7.0% |
| Q4 2022 | $340,000 | +1.8% | 8,393 | -4.9% | 0.14% | -5.3% |
| Q3 2022 | $334,000 | +12.1% | 8,823 | +15.5% | 0.15% | +18.0% |
| Q2 2022 | $298,000 | -10.2% | 7,637 | +8.9% | 0.13% | -17.4% |
| Q1 2022 | $332,000 | +51.6% | 7,014 | +220.3% | 0.16% | +36.0% |
| Q3 2021 | $219,000 | -3.9% | 2,190 | 0.0% | 0.11% | -8.1% |
| Q2 2021 | $228,000 | +4.6% | 2,190 | 0.0% | 0.12% | -4.6% |
| Q1 2021 | $218,000 | +45.3% | 2,190 | 0.0% | 0.13% | +10.2% |
| Q3 2020 | $150,000 | – | 2,190 | – | 0.12% | – |
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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% |