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 | ||||
---|---|---|---|---|---|---|
Q4 2019 | $34,118,000 | +5.5% | 451,374 | -2.3% | 0.22% | -3.6% |
Q3 2019 | $32,338,000 | +18.0% | 462,024 | +20.0% | 0.22% | +12.6% |
Q2 2019 | $27,407,000 | +10.4% | 384,870 | +8.3% | 0.20% | +4.2% |
Q1 2019 | $24,816,000 | -1.2% | 355,302 | -14.5% | 0.19% | -15.9% |
Q4 2018 | $25,129,000 | +11.5% | 415,319 | +40.3% | 0.23% | +19.6% |
Q3 2018 | $22,541,000 | +108.3% | 295,929 | +89.0% | 0.19% | +87.1% |
Q2 2018 | $10,823,000 | 0.0% | 156,557 | 0.0% | 0.10% | 0.0% |
Q1 2018 | $10,823,000 | -11.0% | 156,557 | -10.2% | 0.10% | -12.9% |
Q4 2017 | $12,162,000 | +57.1% | 174,298 | +51.7% | 0.12% | +38.1% |
Q3 2017 | $7,740,000 | +19.6% | 114,894 | +13.5% | 0.08% | +10.5% |
Q2 2017 | $6,469,000 | +36.0% | 101,234 | +34.1% | 0.08% | +26.7% |
Q1 2017 | $4,758,000 | +8.8% | 75,517 | +4.2% | 0.06% | -1.6% |
Q4 2016 | $4,372,000 | +26.7% | 72,497 | +20.7% | 0.06% | +17.3% |
Q3 2016 | $3,451,000 | +39.8% | 60,044 | +31.2% | 0.05% | +33.3% |
Q2 2016 | $2,468,000 | +26.0% | 45,754 | +21.6% | 0.04% | +14.7% |
Q1 2016 | $1,959,000 | +46.4% | 37,635 | +46.5% | 0.03% | +36.0% |
Q4 2015 | $1,338,000 | +6.7% | 25,686 | +4.0% | 0.02% | -3.8% |
Q3 2015 | $1,254,000 | -13.3% | 24,698 | -1.7% | 0.03% | -3.7% |
Q2 2015 | $1,446,000 | +221.3% | 25,122 | +221.9% | 0.03% | +200.0% |
Q1 2015 | $450,000 | +30.8% | 7,804 | +24.9% | 0.01% | +12.5% |
Q4 2014 | $344,000 | +3722.2% | 6,249 | +3410.7% | 0.01% | – |
Q3 2014 | $9,000 | +12.5% | 178 | +29.0% | 0.00% | – |
Q2 2014 | $8,000 | +14.3% | 138 | +0.7% | 0.00% | – |
Q1 2014 | $7,000 | +75.0% | 137 | +65.1% | 0.00% | – |
Q4 2013 | $4,000 | 0.0% | 83 | 0.0% | 0.00% | – |
Q3 2013 | $4,000 | +300.0% | 83 | +151.5% | 0.00% | – |
Q2 2013 | $1,000 | – | 33 | – | 0.00% | – |
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% |