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 | ||||
---|---|---|---|---|---|---|
Q1 2022 | $15,784,000 | +28.1% | 333,281 | +177.0% | 0.01% | +33.3% |
Q4 2021 | $12,321,000 | +2424.8% | 120,318 | +2366.5% | 0.01% | – |
Q3 2021 | $488,000 | +35.6% | 4,878 | +41.1% | 0.00% | – |
Q2 2021 | $360,000 | -83.2% | 3,457 | -85.7% | 0.00% | -100.0% |
Q4 2020 | $2,148,000 | -44.0% | 24,131 | -67.6% | 0.00% | -75.0% |
Q1 2020 | $3,836,000 | -61.2% | 74,460 | -43.0% | 0.00% | -42.9% |
Q4 2019 | $9,888,000 | +372.9% | 130,725 | +336.0% | 0.01% | +250.0% |
Q3 2019 | $2,091,000 | -13.7% | 29,986 | -11.5% | 0.00% | 0.0% |
Q2 2019 | $2,423,000 | -3.0% | 33,898 | -5.1% | 0.00% | 0.0% |
Q1 2019 | $2,497,000 | -34.0% | 35,705 | -42.8% | 0.00% | -50.0% |
Q4 2018 | $3,786,000 | -34.5% | 62,396 | -17.8% | 0.00% | -20.0% |
Q3 2018 | $5,784,000 | +3.6% | 75,934 | +0.0% | 0.01% | 0.0% |
Q2 2018 | $5,584,000 | – | 75,898 | – | 0.01% | – |
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% |