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 | $1,930,214 | +0.3% | 46,601 | +6.0% | 0.12% | +5.3% |
| Q2 2023 | $1,925,098 | +11.5% | 43,952 | +6.7% | 0.11% | +6.5% |
| Q1 2023 | $1,726,803 | +3.8% | 41,183 | +0.2% | 0.11% | 0.0% |
| Q4 2022 | $1,664,191 | +0.6% | 41,081 | -6.2% | 0.11% | -8.5% |
| Q3 2022 | $1,655,000 | -2.8% | 43,785 | +0.2% | 0.12% | +5.4% |
| Q2 2022 | $1,703,000 | -6.0% | 43,678 | +146.9% | 0.11% | +0.9% |
| Q4 2021 | $1,812,000 | +4.2% | 17,693 | +1.9% | 0.11% | -5.2% |
| Q3 2021 | $1,739,000 | +6.2% | 17,370 | +10.5% | 0.12% | +4.5% |
| Q2 2021 | $1,637,000 | +4.9% | 15,713 | +0.4% | 0.11% | -4.3% |
| Q1 2021 | $1,560,000 | +11.9% | 15,651 | -0.1% | 0.12% | +8.4% |
| Q4 2020 | $1,394,000 | +43.3% | 15,662 | +9.9% | 0.11% | +13.8% |
| Q3 2020 | $973,000 | +5.0% | 14,247 | +0.5% | 0.09% | +10.6% |
| Q2 2020 | $927,000 | +9.8% | 14,180 | -13.4% | 0.08% | -3.4% |
| Q1 2020 | $844,000 | -34.5% | 16,383 | -3.8% | 0.09% | -19.3% |
| Q4 2019 | $1,288,000 | +2.7% | 17,027 | -5.3% | 0.11% | +0.9% |
| Q3 2019 | $1,254,000 | +5.8% | 17,981 | +8.4% | 0.11% | +10.2% |
| Q2 2019 | $1,185,000 | -55.4% | 16,582 | -56.3% | 0.10% | -56.4% |
| Q1 2019 | $2,656,000 | -40.4% | 37,974 | -48.3% | 0.22% | -45.9% |
| Q4 2018 | $4,455,000 | -0.4% | 73,423 | +25.0% | 0.42% | +9.8% |
| Q3 2018 | $4,473,000 | -10.6% | 58,725 | -13.6% | 0.38% | -19.2% |
| Q2 2018 | $5,002,000 | +43.2% | 67,984 | +34.5% | 0.47% | +38.3% |
| Q1 2018 | $3,494,000 | +4.6% | 50,539 | +5.6% | 0.34% | +4.6% |
| Q4 2017 | $3,339,000 | +19.6% | 47,871 | +15.5% | 0.32% | +4.2% |
| Q3 2017 | $2,791,000 | +5.3% | 41,435 | -0.1% | 0.31% | +3.0% |
| Q2 2017 | $2,651,000 | +1.6% | 41,484 | +0.2% | 0.30% | -2.6% |
| Q1 2017 | $2,608,000 | – | 41,407 | – | 0.31% | – |
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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% |