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 | $435,159 | -5.4% | 10,506 | 0.0% | 0.02% | 0.0% |
| Q2 2023 | $460,163 | +4.5% | 10,506 | 0.0% | 0.02% | 0.0% |
| Q1 2023 | $440,517 | +103307.7% | 10,506 | 0.0% | 0.02% | 0.0% |
| Q4 2022 | $426 | -99.9% | 10,506 | -28.0% | 0.02% | -28.6% |
| Q3 2022 | $552,000 | -3.3% | 14,594 | -0.4% | 0.02% | 0.0% |
| Q2 2022 | $571,000 | -17.4% | 14,655 | +0.4% | 0.02% | 0.0% |
| Q1 2022 | $691,000 | -75.7% | 14,594 | -47.5% | 0.02% | -75.0% |
| Q4 2021 | $2,848,000 | -4.0% | 27,813 | -6.1% | 0.08% | -30.6% |
| Q3 2021 | $2,966,000 | -3.9% | 29,623 | 0.0% | 0.12% | -5.5% |
| Q2 2021 | $3,086,000 | -38.4% | 29,623 | -41.1% | 0.13% | -41.0% |
| Q1 2021 | $5,011,000 | +6.6% | 50,283 | -4.8% | 0.22% | +0.9% |
| Q4 2020 | $4,702,000 | +30.9% | 52,827 | +0.5% | 0.22% | +16.8% |
| Q3 2020 | $3,591,000 | +4.6% | 52,567 | 0.0% | 0.18% | +1.7% |
| Q2 2020 | $3,434,000 | +26.8% | 52,567 | +0.0% | 0.18% | +9.7% |
| Q1 2020 | $2,708,000 | -34.9% | 52,564 | -4.4% | 0.16% | -17.1% |
| Q4 2019 | $4,158,000 | +9.1% | 54,967 | +0.6% | 0.20% | +1.0% |
| Q3 2019 | $3,811,000 | -6.4% | 54,647 | -4.1% | 0.20% | -9.6% |
| Q2 2019 | $4,073,000 | -3.5% | 56,970 | -5.6% | 0.22% | -4.0% |
| Q1 2019 | $4,222,000 | +15.3% | 60,370 | 0.0% | 0.23% | +3.2% |
| Q4 2018 | $3,663,000 | -18.1% | 60,370 | +2.8% | 0.22% | -6.0% |
| Q3 2018 | $4,475,000 | – | 58,753 | – | 0.23% | – |
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% |