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 | $59,572 | -9.1% | 1,438,254 | -3.9% | 0.23% | -13.1% |
| Q2 2023 | $65,569 | -47.2% | 1,497,009 | -49.5% | 0.26% | -53.9% |
| Q1 2023 | $124,241 | +0.2% | 2,963,061 | -3.2% | 0.56% | -9.2% |
| Q4 2022 | $123,968 | -99.9% | 3,060,184 | -3.4% | 0.62% | -12.5% |
| Q3 2022 | $119,703,000 | +20.6% | 3,166,759 | +24.4% | 0.71% | +17.0% |
| Q2 2022 | $99,233,000 | -2.0% | 2,545,108 | +19.0% | 0.61% | +1.7% |
| Q1 2022 | $101,297,000 | +10.1% | 2,138,864 | +138.0% | 0.60% | +5.1% |
| Q4 2021 | $92,019,000 | +31.4% | 898,620 | +28.5% | 0.57% | +16.2% |
| Q3 2021 | $70,017,000 | -21.3% | 699,475 | -18.1% | 0.49% | -28.5% |
| Q2 2021 | $88,997,000 | +21.1% | 854,267 | +15.9% | 0.68% | +2.4% |
| Q1 2021 | $73,474,000 | +29.4% | 737,178 | +15.5% | 0.67% | -5.8% |
| Q4 2020 | $56,794,000 | +59.8% | 638,135 | +22.7% | 0.71% | +32.5% |
| Q3 2020 | $35,542,000 | +39.3% | 520,222 | +33.2% | 0.54% | +15.6% |
| Q2 2020 | $25,516,000 | +14.6% | 390,505 | -9.7% | 0.46% | -5.5% |
| Q1 2020 | $22,272,000 | -30.5% | 432,300 | +2.0% | 0.49% | -23.4% |
| Q4 2019 | $32,045,000 | +9.3% | 423,653 | +0.7% | 0.64% | -7.2% |
| Q3 2019 | $29,321,000 | -0.9% | 420,500 | +1.6% | 0.69% | -12.0% |
| Q2 2019 | $29,584,000 | +43.0% | 413,879 | +39.9% | 0.78% | +76.6% |
| Q1 2019 | $20,685,000 | – | 295,798 | – | 0.44% | – |
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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% |