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 | $2,194,966 | +15.5% | 52,993 | +22.2% | 0.00% | – |
| Q2 2023 | $1,899,777 | -52.3% | 43,374 | -54.3% | 0.00% | – |
| Q1 2023 | $3,981,870 | +128.2% | 94,964 | +120.5% | 0.00% | – |
| Q4 2022 | $1,744,574 | +8.9% | 43,065 | +1.6% | 0.00% | – |
| Q3 2022 | $1,602,000 | +8.0% | 42,384 | +11.4% | 0.00% | – |
| Q2 2022 | $1,484,000 | -9.2% | 38,055 | +10.3% | 0.00% | – |
| Q1 2022 | $1,634,000 | +3.4% | 34,494 | +123.6% | 0.00% | – |
| Q4 2021 | $1,580,000 | +19.6% | 15,429 | +16.9% | 0.00% | – |
| Q3 2021 | $1,321,000 | +6.6% | 13,194 | +11.0% | 0.00% | – |
| Q2 2021 | $1,239,000 | +30.0% | 11,890 | +24.4% | 0.00% | – |
| Q1 2021 | $953,000 | +74.9% | 9,560 | +56.0% | 0.00% | – |
| Q4 2020 | $545,000 | +70.3% | 6,128 | +30.7% | 0.00% | – |
| Q3 2020 | $320,000 | +19.9% | 4,688 | +14.8% | 0.00% | – |
| Q2 2020 | $267,000 | -10.7% | 4,085 | -29.6% | 0.00% | – |
| Q1 2020 | $299,000 | -45.8% | 5,804 | -20.5% | 0.00% | – |
| Q4 2019 | $552,000 | +5.1% | 7,299 | -3.0% | 0.00% | – |
| Q3 2019 | $525,000 | +31.6% | 7,528 | +34.7% | 0.00% | – |
| Q2 2019 | $399,000 | -0.2% | 5,588 | -2.4% | 0.00% | – |
| Q1 2019 | $400,000 | +68.8% | 5,728 | +46.5% | 0.00% | – |
| Q4 2018 | $237,000 | -30.3% | 3,910 | -12.7% | 0.00% | – |
| Q3 2018 | $340,000 | +46.6% | 4,478 | +42.3% | 0.00% | – |
| Q2 2018 | $232,000 | +12.1% | 3,147 | +5.3% | 0.00% | – |
| Q1 2018 | $207,000 | -11.2% | 2,988 | -9.9% | 0.00% | – |
| Q4 2017 | $233,000 | – | 3,318 | – | 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% |