SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 633 filers reported holding SCHWAB STRATEGIC TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $329,000 | +40.6% | 3,696 | +7.9% | 0.10% | +13.0% |
| Q3 2020 | $234,000 | +20.0% | 3,426 | +15.1% | 0.09% | +10.8% |
| Q2 2020 | $195,000 | +4.8% | 2,977 | -17.4% | 0.08% | -12.6% |
| Q1 2020 | $186,000 | -31.9% | 3,606 | -0.1% | 0.10% | +1.1% |
| Q4 2019 | $273,000 | -28.3% | 3,610 | -33.8% | 0.09% | -28.2% |
| Q3 2019 | $381,000 | +10.1% | 5,457 | +12.9% | 0.13% | +9.2% |
| Q2 2019 | $346,000 | +1.2% | 4,834 | -1.2% | 0.12% | -4.8% |
| Q1 2019 | $342,000 | -49.7% | 4,895 | -56.3% | 0.13% | -58.0% |
| Q4 2018 | $680,000 | -17.6% | 11,206 | +3.5% | 0.30% | -6.2% |
| Q3 2018 | $825,000 | +10.6% | 10,830 | +6.8% | 0.32% | +1.3% |
| Q2 2018 | $746,000 | +5.7% | 10,145 | -0.7% | 0.32% | -18.3% |
| Q1 2018 | $706,000 | +1.7% | 10,218 | +2.6% | 0.39% | +8.4% |
| Q4 2017 | $694,000 | +8.3% | 9,956 | +4.7% | 0.36% | +0.6% |
| Q3 2017 | $641,000 | +5.4% | 9,508 | 0.0% | 0.36% | +0.9% |
| Q2 2017 | $608,000 | +1.5% | 9,508 | 0.0% | 0.35% | -3.3% |
| Q1 2017 | $599,000 | +1.7% | 9,508 | -0.7% | 0.36% | +4.9% |
| Q4 2016 | $589,000 | +4.2% | 9,579 | -2.5% | 0.35% | -3.6% |
| Q3 2016 | $565,000 | +5.8% | 9,821 | -0.6% | 0.36% | +7.1% |
| Q2 2016 | $534,000 | +29.3% | 9,876 | +24.4% | 0.34% | -11.8% |
| Q1 2016 | $413,000 | – | 7,937 | – | 0.38% | – |
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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% |