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 2023 | $9,472 | -5.1% | 228,688 | +0.3% | 1.13% | -3.2% |
Q2 2023 | $9,982 | +3.2% | 227,904 | -1.2% | 1.16% | -3.2% |
Q1 2023 | $9,671 | +5.0% | 230,637 | +1.4% | 1.20% | -7.5% |
Q4 2022 | $9,211 | -99.9% | 227,379 | +1.2% | 1.30% | +1.9% |
Q3 2022 | $8,491,000 | -3.6% | 224,638 | -0.5% | 1.28% | -0.2% |
Q2 2022 | $8,805,000 | -17.7% | 225,824 | +0.0% | 1.28% | -6.2% |
Q1 2022 | $10,693,000 | -7.0% | 225,778 | +101.0% | 1.36% | -5.7% |
Q4 2021 | $11,504,000 | +1.4% | 112,341 | -0.9% | 1.45% | -10.3% |
Q3 2021 | $11,343,000 | -4.3% | 113,317 | -0.4% | 1.61% | -9.0% |
Q2 2021 | $11,847,000 | +5.0% | 113,717 | +0.5% | 1.77% | -9.1% |
Q1 2021 | $11,279,000 | +4.0% | 113,166 | -7.1% | 1.95% | -7.2% |
Q4 2020 | $10,846,000 | – | 121,867 | – | 2.10% | – |
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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% |