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 | $142,743,527 | -3.2% | 3,446,246 | +2.4% | 0.03% | -3.3% |
| Q2 2023 | $147,428,489 | +6.5% | 3,365,947 | +2.0% | 0.03% | 0.0% |
| Q1 2023 | $138,424,540 | +6.5% | 3,301,325 | +2.9% | 0.03% | +3.4% |
| Q4 2022 | $130,017,777 | +267.4% | 3,209,523 | +242.8% | 0.03% | +262.5% |
| Q3 2022 | $35,385,000 | +2145.2% | 936,132 | +2216.4% | 0.01% | – |
| Q2 2022 | $1,576,000 | -61.5% | 40,414 | -53.2% | 0.00% | -100.0% |
| Q1 2022 | $4,091,000 | -38.5% | 86,389 | +32.9% | 0.00% | 0.0% |
| Q4 2021 | $6,656,000 | +2769.0% | 64,996 | +2707.6% | 0.00% | – |
| Q3 2021 | $232,000 | -85.6% | 2,315 | -90.2% | 0.00% | – |
| Q3 2020 | $1,611,000 | +202.3% | 23,575 | +189.1% | 0.00% | – |
| Q2 2020 | $533,000 | +35.3% | 8,155 | +6.8% | 0.00% | – |
| Q1 2020 | $394,000 | -31.8% | 7,638 | 0.0% | 0.00% | – |
| Q4 2019 | $578,000 | +8.4% | 7,638 | 0.0% | 0.00% | – |
| Q3 2019 | $533,000 | -70.7% | 7,638 | -70.0% | 0.00% | -100.0% |
| Q2 2019 | $1,820,000 | +2.1% | 25,467 | -0.1% | 0.00% | 0.0% |
| Q1 2019 | $1,782,000 | +156.4% | 25,483 | +110.9% | 0.00% | – |
| Q3 2016 | $695,000 | -82.1% | 12,082 | -83.2% | 0.00% | -100.0% |
| Q2 2016 | $3,880,000 | +0.4% | 71,806 | -3.3% | 0.00% | 0.0% |
| Q1 2016 | $3,864,000 | +3.2% | 74,241 | +3.3% | 0.00% | 0.0% |
| Q4 2015 | $3,744,000 | +2.7% | 71,879 | +0.1% | 0.00% | 0.0% |
| Q3 2015 | $3,646,000 | +944.7% | 71,779 | +956.7% | 0.00% | – |
| Q3 2014 | $349,000 | -92.5% | 6,793 | -92.2% | 0.00% | -100.0% |
| Q1 2014 | $4,675,000 | +297.2% | 87,212 | +289.1% | 0.00% | – |
| Q4 2013 | $1,177,000 | -80.9% | 22,412 | -82.5% | 0.00% | -100.0% |
| Q3 2013 | $6,169,000 | +1667.6% | 127,929 | +1513.4% | 0.00% | – |
| Q2 2013 | $349,000 | +62.3% | 7,929 | +31.1% | 0.00% | – |
| Q2 2012 | $215,000 | -46.1% | 6,050 | -43.7% | 0.00% | – |
| Q1 2012 | $399,000 | – | 10,749 | – | 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% |