SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 362 filers reported holding SCHWAB STRATEGIC TR in Q3 2017. The put-call ratio across all filers is 0.83 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2017 | $927,000 | +3.9% | 13,762 | -1.4% | 0.22% | +2.3% |
| Q2 2017 | $892,000 | +4.0% | 13,960 | +2.5% | 0.21% | +4.4% |
| Q1 2017 | $858,000 | +19.3% | 13,621 | +16.5% | 0.20% | +14.0% |
| Q4 2016 | $719,000 | +13.9% | 11,691 | +6.6% | 0.18% | +14.0% |
| Q3 2016 | $631,000 | +16.6% | 10,968 | +9.6% | 0.16% | +18.0% |
| Q2 2016 | $541,000 | +2.9% | 10,006 | -1.0% | 0.13% | -1.5% |
| Q1 2016 | $526,000 | -35.1% | 10,107 | -35.0% | 0.14% | -32.8% |
| Q4 2015 | $810,000 | +2.7% | 15,542 | 0.0% | 0.20% | -1.5% |
| Q3 2015 | $789,000 | +1.7% | 15,542 | +15.2% | 0.20% | +13.3% |
| Q2 2015 | $776,000 | +1.2% | 13,494 | +1.4% | 0.18% | +2.9% |
| Q1 2015 | $767,000 | +9.9% | 13,314 | +5.2% | 0.18% | +8.0% |
| Q4 2014 | $698,000 | +22.9% | 12,657 | +14.6% | 0.16% | +17.4% |
| Q3 2014 | $568,000 | -6.4% | 11,044 | -0.3% | 0.14% | -5.5% |
| Q2 2014 | $607,000 | -7.0% | 11,074 | -9.1% | 0.15% | -9.9% |
| Q1 2014 | $653,000 | -23.7% | 12,189 | -25.2% | 0.16% | -25.3% |
| Q4 2013 | $856,000 | +13.1% | 16,299 | +3.9% | 0.22% | +1.9% |
| Q3 2013 | $757,000 | +32.6% | 15,694 | +21.0% | 0.21% | +25.3% |
| Q2 2013 | $571,000 | – | 12,974 | – | 0.17% | – |
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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% |