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 | $332,399 | -12.6% | 8,025 | -7.6% | 0.12% | -4.8% |
| Q2 2023 | $380,359 | +3.4% | 8,684 | -1.0% | 0.12% | -9.5% |
| Q1 2023 | $367,852 | -8.7% | 8,773 | -11.8% | 0.14% | -13.8% |
| Q4 2022 | $402,831 | +40.4% | 9,944 | +30.9% | 0.16% | +37.1% |
| Q3 2022 | $287,000 | -5.3% | 7,599 | -2.2% | 0.12% | -2.5% |
| Q2 2022 | $303,000 | -13.7% | 7,772 | +4.9% | 0.12% | -8.5% |
| Q1 2022 | $351,000 | -8.8% | 7,410 | +97.1% | 0.13% | -16.1% |
| Q4 2021 | $385,000 | +1.9% | 3,760 | -0.5% | 0.16% | -28.6% |
| Q3 2021 | $378,000 | +1.6% | 3,777 | +1.2% | 0.22% | -3.6% |
| Q2 2021 | $372,000 | 0.0% | 3,731 | 0.0% | 0.22% | -3.0% |
| Q1 2021 | $372,000 | +27.0% | 3,731 | +13.5% | 0.23% | +10.0% |
| Q4 2020 | $293,000 | – | 3,288 | – | 0.21% | – |
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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% |