SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 311 filers reported holding SCHWAB STRATEGIC TR in Q1 2017. The put-call ratio across all filers is 0.39 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $16 | -5.9% | 390 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $17 | -100.0% | 390 | -52.1% | 0.00% | -87.5% |
| Q4 2016 | $50,000 | +6.4% | 815 | 0.0% | 0.01% | 0.0% |
| Q3 2016 | $47,000 | +6.8% | 815 | 0.0% | 0.01% | 0.0% |
| Q2 2016 | $44,000 | +4.8% | 815 | 0.0% | 0.01% | 0.0% |
| Q1 2016 | $42,000 | 0.0% | 815 | 0.0% | 0.01% | -11.1% |
| Q4 2015 | $42,000 | +2.4% | 815 | 0.0% | 0.01% | 0.0% |
| Q3 2015 | $41,000 | -12.8% | 815 | 0.0% | 0.01% | 0.0% |
| Q2 2015 | $47,000 | 0.0% | 815 | 0.0% | 0.01% | 0.0% |
| Q1 2015 | $47,000 | +4.4% | 815 | 0.0% | 0.01% | 0.0% |
| Q4 2014 | $45,000 | +7.1% | 815 | 0.0% | 0.01% | +12.5% |
| Q3 2014 | $42,000 | -6.7% | 815 | 0.0% | 0.01% | -11.1% |
| Q2 2014 | $45,000 | – | 815 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Strategic Financial Planning, Inc. | 315,961 | $13,087,109 | 12.05% |
| Financial Advisors, LLC | 984,705 | $40,786,480 | 10.10% |
| RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 811,567 | $33,595,324 | 9.71% |
| FIDELIS iM, LLC | 385,576 | $15,971 | 9.36% |
| MONEYWISE, INC. | 355,217 | $14,713,088 | 9.23% |
| Mokosak Advisory Group, LLC | 497,025 | $20,587,051 | 8.37% |
| Waterford Advisors, LLC | 301,949 | $12,506,710 | 7.00% |
| MERIDIAN MANAGEMENT CO | 515,951 | $21,370,701 | 6.97% |
| ForthRight Wealth Management, LLC | 357,436 | $14,804,981 | 6.38% |
| MARSHALL FINANCIAL GROUP INC /ADV | 372,476 | $15,427,952 | 6.28% |