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 | $54,426 | -32.1% | 1,314 | -28.2% | 0.00% | 0.0% |
| Q2 2023 | $80,154 | +52.0% | 1,830 | +45.5% | 0.00% | 0.0% |
| Q1 2023 | $52,748 | +3.5% | 1,258 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $50,962 | -70.7% | 1,258 | -72.7% | 0.00% | -50.0% |
| Q3 2022 | $174,000 | +270.2% | 4,611 | +281.7% | 0.00% | +100.0% |
| Q2 2022 | $47,000 | +370.0% | 1,208 | +480.8% | 0.00% | – |
| Q1 2022 | $10,000 | +150.0% | 208 | +395.2% | 0.00% | – |
| Q4 2021 | $4,000 | +33.3% | 42 | +23.5% | 0.00% | – |
| Q3 2021 | $3,000 | -81.2% | 34 | -77.2% | 0.00% | – |
| Q2 2021 | $16,000 | +33.3% | 149 | +23.1% | 0.00% | – |
| Q1 2021 | $12,000 | +9.1% | 121 | 0.0% | 0.00% | – |
| Q4 2020 | $11,000 | -15.4% | 121 | -30.9% | 0.00% | – |
| Q3 2018 | $13,000 | -23.5% | 175 | -69.6% | 0.00% | -100.0% |
| Q1 2010 | $17,000 | – | 575 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Strategic Financial Planning, Inc. | 315,961 | $13,087,109 | 12.05% |
| Financial Advisors, LLC | 984,705 | $40,786,480 | 10.10% |
| RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 811,567 | $33,595,324 | 9.71% |
| FIDELIS iM, LLC | 385,576 | $15,971 | 9.36% |
| MONEYWISE, INC. | 355,217 | $14,713,088 | 9.23% |
| Mokosak Advisory Group, LLC | 497,025 | $20,587,051 | 8.37% |
| Waterford Advisors, LLC | 301,949 | $12,506,710 | 7.00% |
| MERIDIAN MANAGEMENT CO | 515,951 | $21,370,701 | 6.97% |
| ForthRight Wealth Management, LLC | 357,436 | $14,804,981 | 6.38% |
| MARSHALL FINANCIAL GROUP INC /ADV | 372,476 | $15,427,952 | 6.28% |