SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 440 filers reported holding SCHWAB STRATEGIC TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.9%.
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 ↓ |
|---|---|---|---|
| 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% |