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 | $877,524 | -5.4% | 21,186 | 0.0% | 0.11% | -1.7% |
| Q2 2023 | $927,947 | -0.3% | 21,186 | -4.6% | 0.12% | -5.7% |
| Q1 2023 | $930,972 | +3.5% | 22,203 | 0.0% | 0.12% | -2.4% |
| Q4 2022 | $899,444 | +7.2% | 22,203 | 0.0% | 0.13% | -7.4% |
| Q3 2022 | $839,000 | -4.2% | 22,203 | -1.2% | 0.14% | 0.0% |
| Q2 2022 | $876,000 | -10.4% | 22,463 | +8.7% | 0.14% | -0.7% |
| Q1 2022 | $978,000 | -7.6% | 20,660 | +100.0% | 0.14% | -8.7% |
| Q4 2021 | $1,058,000 | +2.3% | 10,330 | 0.0% | 0.15% | -6.8% |
| Q3 2021 | $1,034,000 | -3.9% | 10,330 | 0.0% | 0.16% | -4.7% |
| Q2 2021 | $1,076,000 | +4.5% | 10,330 | 0.0% | 0.17% | +0.6% |
| Q1 2021 | $1,030,000 | +12.1% | 10,330 | 0.0% | 0.17% | +2.4% |
| Q4 2020 | $919,000 | +30.2% | 10,330 | 0.0% | 0.16% | +23.3% |
| Q3 2020 | $706,000 | -0.1% | 10,330 | -4.5% | 0.13% | -7.6% |
| Q2 2020 | $707,000 | – | 10,820 | – | 0.14% | – |
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% |