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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $5,671,513 | +19.0% | 120,057 | +4.3% | 2.39% | +13.4% |
| Q3 2023 | $4,766,575 | -4.8% | 115,079 | +0.7% | 2.11% | +0.0% |
| Q2 2023 | $5,006,336 | +5.3% | 114,300 | +0.8% | 2.11% | -0.9% |
| Q1 2023 | $4,755,895 | +5.3% | 113,425 | +1.7% | 2.12% | -0.3% |
| Q4 2022 | $4,518,225 | +13.8% | 111,534 | +6.2% | 2.13% | +2.6% |
| Q3 2022 | $3,970,000 | -18.8% | 105,026 | +1.7% | 2.08% | -3.5% |
| Q2 2022 | $4,892,000 | 0.0% | 103,298 | 0.0% | 2.15% | 0.0% |
| Q1 2022 | $4,892,000 | -2.4% | 103,298 | +111.1% | 2.15% | -2.8% |
| Q4 2021 | $5,010,000 | +5.0% | 48,923 | +2.7% | 2.21% | +2.4% |
| Q3 2021 | $4,770,000 | -2.0% | 47,654 | +2.1% | 2.16% | -5.1% |
| Q2 2021 | $4,865,000 | +5.6% | 46,696 | +1.0% | 2.28% | -3.0% |
| Q1 2021 | $4,606,000 | +13.5% | 46,215 | +1.3% | 2.35% | -3.0% |
| Q4 2020 | $4,059,000 | +31.2% | 45,609 | +0.7% | 2.42% | +21.2% |
| Q3 2020 | $3,094,000 | +4.1% | 45,284 | -0.4% | 2.00% | -0.2% |
| Q2 2020 | $2,972,000 | +33.1% | 45,488 | +5.0% | 2.00% | +24.0% |
| Q1 2020 | $2,233,000 | -37.4% | 43,338 | -7.9% | 1.62% | -35.3% |
| Q4 2018 | $3,565,000 | – | 47,064 | – | 2.50% | – |
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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% |