SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 240 filers reported holding SCHWAB STRATEGIC TR in Q2 2016. The put-call ratio across all filers is 0.33 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2016 | $316,000 | +6.8% | 5,147 | +0.0% | 0.15% | +10.8% |
| Q3 2016 | $296,000 | -2.3% | 5,146 | -8.2% | 0.14% | -10.3% |
| Q2 2016 | $303,000 | +3.8% | 5,605 | 0.0% | 0.16% | -5.5% |
| Q1 2016 | $292,000 | -55.4% | 5,605 | -55.4% | 0.16% | -54.1% |
| Q4 2015 | $655,000 | +13000.0% | 12,572 | +12347.5% | 0.36% | +8825.0% |
| Q3 2015 | $5,000 | -16.7% | 101 | +1.0% | 0.00% | 0.0% |
| Q2 2015 | $6,000 | 0.0% | 100 | 0.0% | 0.00% | -20.0% |
| Q1 2015 | $6,000 | 0.0% | 100 | 0.0% | 0.01% | 0.0% |
| Q4 2014 | $6,000 | – | 100 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| MONEYWISE, INC. | 201,177 | $20,601,000 | 13.24% |
| Strategic Financial Planning, Inc. | 163,200 | $16,712,000 | 12.01% |
| Financial Advisors, LLC | 364,323 | $37,307,000 | 11.37% |
| COLUMBIA ADVISORY PARTNERS LLC | 98,678 | $10,105,000 | 10.07% |
| FIDELIS iM, LLC | 165,544 | $16,952,000 | 9.68% |
| RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 225,880 | $23,130,000 | 9.50% |
| Mokosak Advisory Group, LLC | 205,964 | $21,092,000 | 8.09% |
| Ascension Capital Advisors, Inc. | 115,174 | $11,794,000 | 7.73% |
| Scarborough Advisors, LLC | 210,617 | $21,567,000 | 7.41% |
| Charles Schwab Investment Advisory, Inc. | 44,633,989 | $4,570,520,000 | 7.17% |