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 | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $385,000 | +11.3% | 5,899 | -12.2% | 0.11% | -6.1% |
| Q1 2020 | $346,000 | -36.5% | 6,716 | -6.8% | 0.12% | -25.3% |
| Q4 2019 | $545,000 | +7.1% | 7,208 | -1.2% | 0.15% | -1.3% |
| Q3 2019 | $509,000 | -2.1% | 7,293 | +0.2% | 0.16% | -4.3% |
| Q2 2019 | $520,000 | -0.4% | 7,280 | -2.5% | 0.16% | -3.0% |
| Q1 2019 | $522,000 | +15.0% | 7,465 | -0.2% | 0.17% | -8.2% |
| Q4 2018 | $454,000 | -19.9% | 7,482 | +0.5% | 0.18% | -6.6% |
| Q3 2018 | $567,000 | +2.3% | 7,444 | -1.2% | 0.20% | -5.8% |
| Q2 2018 | $554,000 | +8.2% | 7,537 | +1.9% | 0.21% | +6.1% |
| Q1 2018 | $512,000 | -7.1% | 7,400 | -6.3% | 0.20% | -7.1% |
| Q4 2017 | $551,000 | +1.7% | 7,901 | -0.8% | 0.21% | 0.0% |
| Q3 2017 | $542,000 | +10.8% | 7,966 | +4.0% | 0.21% | +9.3% |
| Q2 2017 | $489,000 | +2.3% | 7,658 | +0.9% | 0.19% | -8.1% |
| Q1 2017 | $478,000 | +39.8% | 7,593 | +36.7% | 0.21% | +60.3% |
| Q4 2016 | $342,000 | – | 5,555 | – | 0.13% | – |
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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% |