SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 157 filers reported holding SCHWAB STRATEGIC TR in Q3 2014. The put-call ratio across all filers is 0.61 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2016 | $204,000 | -61.5% | 3,538 | -64.0% | 0.11% | -58.8% |
| Q2 2016 | $530,000 | -7.2% | 9,816 | -10.5% | 0.26% | -19.9% |
| Q1 2016 | $571,000 | +1.4% | 10,966 | +1.5% | 0.33% | +16.8% |
| Q4 2015 | $563,000 | +121.7% | 10,802 | +115.8% | 0.28% | +105.9% |
| Q3 2015 | $254,000 | -5.9% | 5,006 | +6.7% | 0.14% | +13.3% |
| Q2 2015 | $270,000 | +5.9% | 4,691 | +5.9% | 0.12% | +10.1% |
| Q1 2015 | $255,000 | -0.8% | 4,431 | -4.9% | 0.11% | -0.9% |
| Q4 2014 | $257,000 | +3.2% | 4,661 | -3.8% | 0.11% | -1.8% |
| Q3 2014 | $249,000 | -12.3% | 4,843 | -6.4% | 0.11% | -7.4% |
| Q2 2014 | $284,000 | +11.4% | 5,173 | +8.7% | 0.12% | +6.1% |
| Q1 2014 | $255,000 | -14.4% | 4,761 | -16.2% | 0.11% | -14.3% |
| Q4 2013 | $298,000 | -14.6% | 5,680 | -21.4% | 0.13% | -18.9% |
| Q3 2013 | $349,000 | +36.9% | 7,228 | +24.8% | 0.16% | +22.4% |
| Q2 2013 | $255,000 | – | 5,792 | – | 0.13% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| MONEYWISE, INC. | 201,177 | $20,601,000 | 13.24% |
| Strategic Financial Planning, Inc. | 163,200 | $16,712,000 | 12.01% |
| Financial Advisors, LLC | 364,323 | $37,307,000 | 11.37% |
| COLUMBIA ADVISORY PARTNERS LLC | 98,678 | $10,105,000 | 10.07% |
| FIDELIS iM, LLC | 165,544 | $16,952,000 | 9.68% |
| RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 225,880 | $23,130,000 | 9.50% |
| Mokosak Advisory Group, LLC | 205,964 | $21,092,000 | 8.09% |
| Ascension Capital Advisors, Inc. | 115,174 | $11,794,000 | 7.73% |
| Scarborough Advisors, LLC | 210,617 | $21,567,000 | 7.41% |
| Charles Schwab Investment Advisory, Inc. | 44,633,989 | $4,570,520,000 | 7.17% |