SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 238 filers reported holding SCHWAB STRATEGIC TR in Q1 2016. The put-call ratio across all filers is 0.43 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2017 | $5,181,000 | +8.9% | 76,902 | +3.3% | 0.03% | +3.3% |
| Q2 2017 | $4,758,000 | +5.3% | 74,455 | +3.8% | 0.03% | 0.0% |
| Q1 2017 | $4,519,000 | +26.7% | 71,750 | +23.7% | 0.03% | +15.4% |
| Q4 2016 | $3,566,000 | +35.1% | 58,006 | +26.5% | 0.03% | +23.8% |
| Q3 2016 | $2,640,000 | +6.2% | 45,871 | -0.2% | 0.02% | 0.0% |
| Q2 2016 | $2,485,000 | -3.9% | 45,985 | -7.5% | 0.02% | -8.7% |
| Q1 2016 | $2,587,000 | -33.5% | 49,713 | -33.5% | 0.02% | -37.8% |
| Q4 2015 | $3,892,000 | +129.2% | 74,723 | +123.5% | 0.04% | +105.6% |
| Q3 2015 | $1,698,000 | -0.1% | 33,428 | +13.1% | 0.02% | +5.9% |
| Q2 2015 | $1,699,000 | +52.1% | 29,556 | +52.3% | 0.02% | +41.7% |
| Q1 2015 | $1,117,000 | +338.0% | 19,407 | +319.6% | 0.01% | +300.0% |
| Q4 2014 | $255,000 | +6.2% | 4,625 | +5.7% | 0.00% | 0.0% |
| Q2 2014 | $240,000 | -94.3% | 4,375 | -94.4% | 0.00% | -94.8% |
| Q1 2014 | $4,223,000 | +13.1% | 78,792 | +10.8% | 0.06% | +7.4% |
| Q4 2013 | $3,734,000 | -39.5% | 71,130 | -44.4% | 0.05% | -46.0% |
| Q3 2013 | $6,167,000 | +571.1% | 127,885 | +512.1% | 0.10% | +525.0% |
| Q2 2013 | $919,000 | – | 20,893 | – | 0.02% | – |
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% |