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 | $376 | -5.3% | 9,085 | +0.3% | 0.29% | -0.3% |
| Q2 2023 | $397 | +4.7% | 9,059 | +0.3% | 0.29% | +2.5% |
| Q1 2023 | $379 | +3.8% | 9,036 | +0.3% | 0.28% | +1.1% |
| Q4 2022 | $365 | -99.9% | 9,012 | +0.4% | 0.28% | +1.8% |
| Q3 2022 | $339,000 | -2.9% | 8,979 | +0.3% | 0.27% | +2.2% |
| Q2 2022 | $349,000 | -26.5% | 8,956 | -10.7% | 0.27% | -19.8% |
| Q1 2022 | $475,000 | -22.0% | 10,026 | +68.6% | 0.33% | -17.5% |
| Q4 2021 | $609,000 | +3.6% | 5,948 | +1.3% | 0.40% | -5.4% |
| Q3 2021 | $588,000 | +1.6% | 5,870 | +5.7% | 0.43% | +1.2% |
| Q2 2021 | $579,000 | +0.3% | 5,553 | -4.0% | 0.42% | -6.8% |
| Q1 2021 | $577,000 | +12.3% | 5,784 | +0.2% | 0.45% | +8.9% |
| Q4 2020 | $514,000 | +8.7% | 5,774 | -16.7% | 0.42% | 0.0% |
| Q3 2020 | $473,000 | -12.9% | 6,928 | -16.6% | 0.42% | -17.8% |
| Q2 2020 | $543,000 | – | 8,307 | – | 0.51% | – |
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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% |