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 | $1,118,340 | -5.4% | 27,000 | 0.0% | 0.74% | -3.7% |
| Q2 2023 | $1,182,600 | +4.5% | 27,000 | 0.0% | 0.77% | -0.8% |
| Q1 2023 | $1,132,110 | -12.7% | 27,000 | -15.6% | 0.77% | -21.5% |
| Q4 2022 | $1,296,320 | +7.1% | 32,000 | 0.0% | 0.98% | +3.9% |
| Q3 2022 | $1,210,000 | -3.0% | 32,000 | 0.0% | 0.95% | +13.0% |
| Q2 2022 | $1,248,000 | -17.7% | 32,000 | 0.0% | 0.84% | +14.5% |
| Q1 2022 | $1,516,000 | -7.4% | 32,000 | +100.0% | 0.73% | +8.6% |
| Q4 2021 | $1,638,000 | +2.2% | 16,000 | 0.0% | 0.67% | +2.6% |
| Q3 2021 | $1,602,000 | -3.9% | 16,000 | 0.0% | 0.66% | +0.6% |
| Q2 2021 | $1,667,000 | +4.5% | 16,000 | 0.0% | 0.65% | -0.8% |
| Q1 2021 | $1,595,000 | +12.0% | 16,000 | 0.0% | 0.66% | +19.9% |
| Q4 2020 | $1,424,000 | +49.0% | 16,000 | +14.3% | 0.55% | +24.5% |
| Q3 2020 | $956,000 | +4.5% | 14,000 | 0.0% | 0.44% | -4.5% |
| Q2 2020 | $915,000 | +51.7% | 14,000 | +19.7% | 0.46% | +16.7% |
| Q1 2020 | $603,000 | -51.4% | 11,700 | -28.7% | 0.40% | -34.8% |
| Q4 2019 | $1,240,000 | +41.7% | 16,400 | +30.7% | 0.61% | +30.5% |
| Q3 2019 | $875,000 | -17.5% | 12,550 | -15.5% | 0.46% | -18.3% |
| Q2 2019 | $1,061,000 | +68.7% | 14,850 | +65.0% | 0.57% | +1.6% |
| Q1 2019 | $629,000 | +15.2% | 9,000 | 0.0% | 0.56% | -3.1% |
| Q4 2018 | $546,000 | -86.8% | 9,000 | -88.0% | 0.58% | -60.7% |
| Q4 2014 | $4,139,000 | +7.1% | 75,086 | -0.1% | 1.47% | +2.9% |
| Q3 2014 | $3,864,000 | -8.6% | 75,166 | -2.6% | 1.43% | -7.8% |
| Q2 2014 | $4,229,000 | -16.4% | 77,150 | -18.2% | 1.55% | -20.2% |
| Q1 2014 | $5,057,000 | +23.5% | 94,350 | +20.9% | 1.94% | +20.5% |
| Q4 2013 | $4,096,000 | -8.2% | 78,010 | -15.7% | 1.61% | -15.2% |
| Q3 2013 | $4,463,000 | -2.9% | 92,565 | -11.4% | 1.90% | -2.5% |
| Q2 2013 | $4,597,000 | – | 104,505 | – | 1.95% | – |
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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% |