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 | $2,217,370 | +8.0% | 53,534 | -7.0% | 0.94% | +10.8% |
| Q2 2023 | $2,052,669 | -22.0% | 57,543 | -8.3% | 0.85% | -28.1% |
| Q1 2023 | $2,631,864 | +2.8% | 62,768 | -0.6% | 1.18% | -8.1% |
| Q4 2022 | $2,559,319 | +6.0% | 63,177 | -1.1% | 1.28% | -3.8% |
| Q3 2022 | $2,414,000 | -2.5% | 63,867 | +0.5% | 1.34% | -11.2% |
| Q2 2022 | $2,477,000 | -18.0% | 63,527 | -0.4% | 1.50% | -13.8% |
| Q1 2022 | $3,020,000 | -6.8% | 63,779 | +101.5% | 1.75% | -10.8% |
| Q4 2021 | $3,241,000 | +0.6% | 31,651 | -1.6% | 1.96% | -11.3% |
| Q3 2021 | $3,221,000 | -4.3% | 32,181 | -0.4% | 2.21% | -4.7% |
| Q2 2021 | $3,366,000 | -3.6% | 32,311 | -7.8% | 2.32% | -24.4% |
| Q1 2021 | $3,493,000 | +2.1% | 35,049 | -8.8% | 3.06% | -2.9% |
| Q4 2020 | $3,421,000 | – | 38,437 | – | 3.16% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| MONEYWISE, INC. | 429,490 | $20,341,000 | 13.40% |
| Strategic Financial Planning, Inc. | 293,115 | $13,882,000 | 11.54% |
| Financial Advisors, LLC | 766,284 | $36,291,000 | 11.33% |
| Ascension Capital Advisors, Inc. | 250,304 | $11,854,000 | 9.55% |
| RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 508,673 | $24,091,000 | 8.72% |
| FIDELIS iM, LLC | 304,946 | $14,442,000 | 8.49% |
| Mokosak Advisory Group, LLC | 432,932 | $20,505,000 | 8.31% |
| Marcum Wealth, LLC | 1,187,645 | $56,247,000 | 7.76% |
| MARSHALL FINANCIAL GROUP INC /ADV | 375,734 | $17,795,000 | 7.10% |
| Charles Schwab Investment Advisory, Inc. | 93,500,710 | $4,428,193,000 | 7.04% |