SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 442 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 2019 | $721,000 | +19.2% | 9,538 | +10.0% | 0.05% | +4.4% |
| Q3 2019 | $605,000 | -13.3% | 8,670 | -11.2% | 0.04% | -18.2% |
| Q2 2019 | $698,000 | +8.7% | 9,767 | +6.5% | 0.06% | +3.8% |
| Q1 2019 | $642,000 | +17.6% | 9,175 | +1.9% | 0.05% | +3.9% |
| Q4 2018 | $546,000 | -20.2% | 9,000 | +0.2% | 0.05% | -22.7% |
| Q3 2018 | $684,000 | +2.9% | 8,986 | -0.6% | 0.07% | -4.3% |
| Q2 2018 | $665,000 | +8.0% | 9,042 | +1.5% | 0.07% | 0.0% |
| Q1 2018 | $616,000 | +2.7% | 8,904 | +3.6% | 0.07% | +6.2% |
| Q4 2017 | $600,000 | +14.3% | 8,598 | +10.2% | 0.06% | +10.2% |
| Q3 2017 | $525,000 | -6.7% | 7,799 | -11.5% | 0.06% | -10.6% |
| Q2 2017 | $563,000 | +0.4% | 8,816 | -1.1% | 0.07% | -4.3% |
| Q1 2017 | $561,000 | +8.5% | 8,914 | +6.0% | 0.07% | 0.0% |
| Q4 2016 | $517,000 | +15.4% | 8,412 | +8.1% | 0.07% | -6.8% |
| Q3 2016 | $448,000 | +6.4% | 7,785 | 0.0% | 0.07% | +2.8% |
| Q2 2016 | $421,000 | – | 7,785 | – | 0.07% | – |
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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% |