SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 594 filers reported holding SCHWAB STRATEGIC TR in Q2 2019. The put-call ratio across all filers is 2.03 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2019 | $4,083,000 | +0.5% | 57,119 | -1.7% | 4.26% | +1.6% |
| Q1 2019 | $4,062,000 | +38.2% | 58,093 | +19.9% | 4.19% | +14.3% |
| Q4 2018 | $2,940,000 | -63.7% | 48,456 | -63.2% | 3.67% | -61.6% |
| Q4 2016 | $8,105,000 | +1.7% | 131,839 | -4.8% | 9.57% | +5.0% |
| Q3 2016 | $7,967,000 | +0.1% | 138,429 | -6.1% | 9.11% | -0.4% |
| Q2 2016 | $7,963,000 | +0.5% | 147,378 | -3.2% | 9.14% | -2.4% |
| Q1 2016 | $7,924,000 | -1.8% | 152,264 | -1.7% | 9.36% | +1.6% |
| Q4 2015 | $8,071,000 | -2.6% | 154,967 | -5.0% | 9.22% | -1.1% |
| Q3 2015 | $8,289,000 | -13.2% | 163,201 | -1.8% | 9.32% | -2.5% |
| Q2 2015 | $9,549,000 | -0.4% | 166,128 | -0.3% | 9.55% | +0.0% |
| Q1 2015 | $9,590,000 | +2.9% | 166,546 | -1.5% | 9.55% | +2.1% |
| Q4 2014 | $9,322,000 | – | 169,128 | – | 9.36% | – |
Download | ||||||
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% |