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 | $16,552 | +16.5% | 398,064 | +22.3% | 0.04% | +21.9% |
| Q2 2023 | $14,207 | +7.1% | 325,491 | +0.9% | 0.03% | 0.0% |
| Q1 2023 | $13,271 | +92.1% | 322,692 | +89.8% | 0.03% | +77.8% |
| Q4 2022 | $6,909 | -99.9% | 170,042 | -52.5% | 0.02% | -51.4% |
| Q3 2022 | $13,580,000 | +9.9% | 358,325 | +13.1% | 0.04% | +12.1% |
| Q2 2022 | $12,358,000 | -6.7% | 316,806 | +13.3% | 0.03% | +26.9% |
| Q1 2022 | $13,244,000 | +251.6% | 279,554 | +673.1% | 0.03% | +271.4% |
| Q4 2021 | $3,767,000 | -6.2% | 36,160 | -9.9% | 0.01% | -12.5% |
| Q3 2021 | $4,015,000 | +6.6% | 40,112 | +10.9% | 0.01% | 0.0% |
| Q2 2021 | $3,767,000 | -30.0% | 36,160 | -33.0% | 0.01% | -33.3% |
| Q1 2021 | $5,380,000 | +24.3% | 53,980 | +11.0% | 0.01% | +20.0% |
| Q4 2020 | $4,327,000 | +1012.3% | 48,622 | +753.9% | 0.01% | +900.0% |
| Q3 2020 | $389,000 | -47.9% | 5,694 | -60.7% | 0.00% | -50.0% |
| Q2 2020 | $746,000 | 0.0% | 14,489 | 0.0% | 0.00% | -33.3% |
| Q1 2020 | $746,000 | -92.4% | 14,489 | -88.9% | 0.00% | -89.3% |
| Q4 2019 | $9,877,000 | -32.1% | 130,571 | -37.4% | 0.03% | -37.8% |
| Q3 2019 | $14,539,000 | +15.6% | 208,505 | +18.5% | 0.04% | +15.4% |
| Q2 2019 | $12,576,000 | +41.5% | 175,942 | +38.4% | 0.04% | +39.3% |
| Q1 2019 | $8,889,000 | +3715.0% | 127,104 | +4049.7% | 0.03% | +2700.0% |
| Q4 2018 | $233,000 | 0.0% | 3,063 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $233,000 | +5.4% | 3,063 | +2.1% | 0.00% | 0.0% |
| Q2 2018 | $221,000 | +6.8% | 3,000 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $207,000 | – | 3,000 | – | 0.00% | – |
Download | ||||||
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% |