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 2022 | $649,000 | -12.3% | 17,177 | +0.1% | 0.17% | -2.4% |
| Q2 2022 | $740,000 | -11.3% | 17,166 | -2.5% | 0.17% | -19.4% |
| Q1 2022 | $834,000 | -6.9% | 17,615 | +101.3% | 0.21% | -14.9% |
| Q4 2021 | $896,000 | +3.2% | 8,749 | +0.9% | 0.25% | -11.7% |
| Q3 2021 | $868,000 | +8.9% | 8,675 | +13.4% | 0.28% | +11.1% |
| Q2 2021 | $797,000 | +2.7% | 7,647 | -1.7% | 0.25% | -6.6% |
| Q1 2021 | $776,000 | +22.8% | 7,783 | +9.7% | 0.27% | +14.8% |
| Q4 2020 | $632,000 | – | 7,098 | – | 0.24% | – |
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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% |