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 | $1,059,027 | -2.4% | 25,568 | +3.2% | 0.00% | – |
| Q2 2023 | $1,085,101 | -5.5% | 24,774 | -9.5% | 0.00% | – |
| Q1 2023 | $1,148,253 | +285.3% | 27,385 | +272.3% | 0.00% | – |
| Q4 2022 | $297,992 | +3.8% | 7,356 | -3.0% | 0.00% | – |
| Q3 2022 | $287,000 | -13.3% | 7,587 | -10.8% | 0.00% | – |
| Q2 2022 | $331,000 | -27.1% | 8,501 | -11.4% | 0.00% | – |
| Q1 2022 | $454,000 | -46.5% | 9,594 | +15.8% | 0.00% | – |
| Q4 2021 | $849,000 | +108.6% | 8,283 | +103.5% | 0.00% | – |
| Q3 2021 | $407,000 | -3.8% | 4,070 | +0.3% | 0.00% | – |
| Q2 2021 | $423,000 | +6.5% | 4,056 | +1.9% | 0.00% | – |
| Q1 2021 | $397,000 | +49.8% | 3,981 | +33.9% | 0.00% | – |
| Q4 2020 | $265,000 | +22.1% | 2,974 | -6.4% | 0.00% | – |
| Q3 2020 | $217,000 | -5.2% | 3,176 | +5.1% | 0.00% | – |
| Q4 2019 | $229,000 | -2.1% | 3,022 | -10.1% | 0.00% | – |
| Q3 2019 | $234,000 | -17.9% | 3,362 | -15.8% | 0.00% | – |
| Q2 2019 | $285,000 | -23.4% | 3,991 | -25.0% | 0.00% | – |
| Q1 2019 | $372,000 | +40.4% | 5,324 | +22.1% | 0.00% | – |
| Q4 2018 | $265,000 | -56.4% | 4,359 | -45.4% | 0.00% | – |
| Q3 2018 | $608,000 | +3.4% | 7,988 | 0.0% | 0.00% | – |
| Q2 2018 | $588,000 | +6.5% | 7,988 | 0.0% | 0.00% | – |
| Q1 2018 | $552,000 | -0.9% | 7,988 | 0.0% | 0.00% | – |
| Q4 2017 | $557,000 | +38.2% | 7,988 | +33.4% | 0.00% | – |
| Q3 2017 | $403,000 | +18.2% | 5,988 | +12.2% | 0.00% | – |
| Q2 2017 | $341,000 | -1.4% | 5,335 | -2.9% | 0.00% | – |
| Q1 2017 | $346,000 | -0.3% | 5,492 | -2.6% | 0.00% | – |
| Q4 2016 | $347,000 | +46.4% | 5,640 | +36.8% | 0.00% | – |
| Q3 2016 | $237,000 | -52.5% | 4,124 | -57.0% | 0.00% | – |
| Q4 2015 | $499,000 | -8.8% | 9,581 | -11.0% | 0.00% | – |
| Q3 2015 | $547,000 | -50.6% | 10,766 | -44.1% | 0.00% | – |
| Q2 2015 | $1,107,000 | +92.2% | 19,266 | +92.4% | 0.00% | – |
| Q1 2015 | $576,000 | +4.3% | 10,011 | 0.0% | 0.00% | – |
| Q4 2014 | $552,000 | +7.2% | 10,011 | 0.0% | 0.00% | – |
| Q3 2014 | $515,000 | -4.1% | 10,011 | +2.2% | 0.00% | – |
| Q2 2014 | $537,000 | -7.3% | 9,800 | -9.3% | 0.00% | – |
| Q1 2014 | $579,000 | -17.4% | 10,800 | -19.1% | 0.00% | – |
| Q4 2013 | $701,000 | +34.5% | 13,350 | +23.6% | 0.00% | – |
| Q3 2013 | $521,000 | – | 10,800 | – | 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% |