SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 228 filers reported holding SCHWAB STRATEGIC TR in Q4 2015. The put-call ratio across all filers is 1.05 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2017 | $1,321,000 | -14.9% | 18,889 | -18.2% | 0.14% | +53.9% |
| Q3 2017 | $1,553,000 | -1.0% | 23,078 | -6.2% | 0.09% | -8.2% |
| Q2 2017 | $1,569,000 | -80.9% | 24,604 | -81.1% | 0.10% | -82.8% |
| Q1 2017 | $8,197,000 | +8.2% | 130,212 | +5.6% | 0.56% | -0.5% |
| Q4 2016 | $7,575,000 | +15.1% | 123,335 | +7.8% | 0.57% | +12.5% |
| Q3 2016 | $6,583,000 | +20.5% | 114,358 | +13.1% | 0.50% | +13.0% |
| Q2 2016 | $5,462,000 | +15.0% | 101,103 | +10.6% | 0.45% | -0.2% |
| Q1 2016 | $4,750,000 | +34.3% | 91,376 | +34.4% | 0.45% | +0.4% |
| Q4 2015 | $3,537,000 | – | 68,012 | – | 0.44% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| MONEYWISE, INC. | 429,490 | $20,341,000 | 13.40% |
| Strategic Financial Planning, Inc. | 293,115 | $13,882,000 | 11.54% |
| Financial Advisors, LLC | 766,284 | $36,291,000 | 11.33% |
| Ascension Capital Advisors, Inc. | 250,304 | $11,854,000 | 9.55% |
| RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 508,673 | $24,091,000 | 8.72% |
| FIDELIS iM, LLC | 304,946 | $14,442,000 | 8.49% |
| Mokosak Advisory Group, LLC | 432,932 | $20,505,000 | 8.31% |
| Marcum Wealth, LLC | 1,187,645 | $56,247,000 | 7.76% |
| MARSHALL FINANCIAL GROUP INC /ADV | 375,734 | $17,795,000 | 7.10% |
| Charles Schwab Investment Advisory, Inc. | 93,500,710 | $4,428,193,000 | 7.04% |