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 | $8,107,548 | -9.0% | 195,740 | -3.7% | 0.01% | -6.7% |
| Q2 2023 | $8,906,539 | -2.1% | 203,346 | -6.3% | 0.02% | -6.2% |
| Q1 2023 | $9,101,797 | +3.8% | 217,071 | +0.3% | 0.02% | +6.7% |
| Q4 2022 | $8,766,142 | +4.7% | 216,395 | -2.3% | 0.02% | -6.2% |
| Q3 2022 | $8,372,000 | -16.8% | 221,463 | -14.2% | 0.02% | -11.1% |
| Q2 2022 | $10,066,000 | -24.8% | 258,163 | -8.6% | 0.02% | -14.3% |
| Q1 2022 | $13,378,000 | -9.5% | 282,463 | +95.6% | 0.02% | -8.7% |
| Q4 2021 | $14,789,000 | +13.9% | 144,423 | +11.4% | 0.02% | +9.5% |
| Q3 2021 | $12,980,000 | -4.4% | 129,666 | -0.5% | 0.02% | -4.5% |
| Q2 2021 | $13,575,000 | +7.7% | 130,305 | +3.0% | 0.02% | 0.0% |
| Q1 2021 | $12,610,000 | +30.1% | 126,520 | +16.2% | 0.02% | +15.8% |
| Q4 2020 | $9,691,000 | +29.6% | 108,885 | -0.5% | 0.02% | +18.8% |
| Q3 2020 | $7,476,000 | +3.7% | 109,414 | -0.9% | 0.02% | 0.0% |
| Q2 2020 | $7,211,000 | +27.8% | 110,363 | +0.8% | 0.02% | +6.7% |
| Q1 2020 | $5,641,000 | -33.0% | 109,494 | -1.6% | 0.02% | -11.8% |
| Q4 2019 | $8,417,000 | – | 111,284 | – | 0.02% | – |
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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% |