SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 631 filers reported holding SCHWAB STRATEGIC TR in Q3 2020. The put-call ratio across all filers is 1.10 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $55,834 | +122.1% | 1,348 | +134.8% | 0.00% | – |
| Q2 2023 | $25,141 | -35.9% | 574 | -38.7% | 0.00% | – |
| Q1 2023 | $39,246 | +63.1% | 936 | +57.6% | 0.00% | – |
| Q4 2022 | $24,063 | -59.9% | 594 | -62.7% | 0.00% | – |
| Q3 2022 | $60,000 | +81.8% | 1,594 | +91.1% | 0.00% | – |
| Q2 2022 | $33,000 | -28.3% | 834 | -14.4% | 0.00% | – |
| Q1 2022 | $46,000 | -8.0% | 974 | +100.0% | 0.00% | – |
| Q4 2021 | $50,000 | -9.1% | 487 | -11.1% | 0.00% | – |
| Q3 2021 | $55,000 | -16.7% | 548 | -13.6% | 0.00% | – |
| Q2 2021 | $66,000 | +78.4% | 634 | +72.8% | 0.00% | – |
| Q1 2021 | $37,000 | +42.3% | 367 | +27.9% | 0.00% | – |
| Q4 2020 | $26,000 | +30.0% | 287 | 0.0% | 0.00% | – |
| Q3 2020 | $20,000 | -25.9% | 287 | -31.2% | 0.00% | – |
| Q2 2020 | $27,000 | +50.0% | 417 | +19.8% | 0.00% | – |
| Q1 2020 | $18,000 | -76.0% | 348 | -64.7% | 0.00% | – |
| Q4 2019 | $75,000 | +275.0% | 985 | +243.2% | 0.00% | – |
| Q3 2019 | $20,000 | -75.9% | 287 | -75.2% | 0.00% | -100.0% |
| Q2 2019 | $83,000 | +388.2% | 1,157 | +368.4% | 0.00% | – |
| Q1 2019 | $17,000 | -71.7% | 247 | -75.0% | 0.00% | – |
| Q4 2018 | $60,000 | -47.4% | 988 | -34.1% | 0.00% | -100.0% |
| Q3 2018 | $114,000 | 0.0% | 1,500 | -3.1% | 0.00% | 0.0% |
| Q2 2018 | $114,000 | +32.6% | 1,548 | +24.1% | 0.00% | 0.0% |
| Q1 2018 | $86,000 | -1.1% | 1,247 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $87,000 | +3.6% | 1,247 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $84,000 | +5.0% | 1,247 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $80,000 | +1.3% | 1,247 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $79,000 | 0.0% | 1,247 | -3.1% | 0.00% | 0.0% |
| Q4 2016 | $79,000 | -51.8% | 1,287 | -54.8% | 0.00% | 0.0% |
| Q3 2016 | $164,000 | +6.5% | 2,847 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $154,000 | -11.0% | 2,847 | -14.5% | 0.00% | 0.0% |
| Q1 2016 | $173,000 | +16.1% | 3,331 | +16.8% | 0.00% | 0.0% |
| Q4 2015 | $149,000 | +2.8% | 2,852 | +0.2% | 0.00% | 0.0% |
| Q3 2015 | $145,000 | -11.6% | 2,847 | 0.0% | 0.00% | 0.0% |
| Q2 2015 | $164,000 | 0.0% | 2,847 | 0.0% | 0.00% | 0.0% |
| Q1 2015 | $164,000 | +1071.4% | 2,847 | +1052.6% | 0.00% | – |
| Q4 2014 | $14,000 | +7.7% | 247 | 0.0% | 0.00% | – |
| Q3 2014 | $13,000 | -7.1% | 247 | 0.0% | 0.00% | – |
| Q2 2014 | $14,000 | -36.4% | 247 | -40.8% | 0.00% | – |
| Q1 2014 | $22,000 | – | 417 | – | 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% |