SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 259 filers reported holding SCHWAB STRATEGIC TR in Q3 2016. The put-call ratio across all filers is 0.07 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $201,000 | -71.2% | 1,959 | -80.4% | 0.01% | -77.3% |
| Q4 2017 | $698,000 | -0.1% | 10,014 | -3.5% | 0.02% | -4.3% |
| Q3 2017 | $699,000 | +1.0% | 10,373 | -4.3% | 0.02% | 0.0% |
| Q2 2017 | $692,000 | +53.8% | 10,840 | +51.8% | 0.02% | +43.8% |
| Q1 2017 | $450,000 | +120.6% | 7,140 | +115.3% | 0.02% | +100.0% |
| Q4 2016 | $204,000 | +92.5% | 3,317 | +80.8% | 0.01% | +33.3% |
| Q3 2016 | $106,000 | +5.0% | 1,835 | -2.1% | 0.01% | +20.0% |
| Q2 2016 | $101,000 | – | 1,874 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Filbrandt Wealth Management, LLC | 374,051 | $24,441,000 | 19.47% |
| RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 170,384 | $11,133,000 | 12.93% |
| Strategic Financial Planning, Inc. | 167,381 | $10,937,000 | 12.18% |
| MONEYWISE, INC. | 213,638 | $13,959,000 | 11.18% |
| APPLETON GROUP, LLC | 138,536 | $9,052,000 | 10.90% |
| Marcum Wealth, LLC | 474,002 | $30,971,000 | 9.53% |
| Financial Advisors, LLC | 244,345 | $15,965,000 | 8.90% |
| Mokosak Advisory Group, LLC | 202,751 | $13,254,000 | 8.09% |
| MARSHALL FINANCIAL GROUP INC /ADV | 157,711 | $10,305,000 | 6.84% |
| Charles Schwab Investment Advisory, Inc. | 40,688,542 | $2,658,589,000 | 6.70% |