SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 362 filers reported holding SCHWAB STRATEGIC TR in Q3 2017. The put-call ratio across all filers is 0.83 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $483,000 | -16.6% | 6,383 | -23.2% | 0.12% | -22.3% |
| Q3 2019 | $579,000 | -32.5% | 8,308 | -30.8% | 0.15% | -34.2% |
| Q2 2019 | $858,000 | -43.1% | 12,003 | -44.3% | 0.22% | -44.3% |
| Q1 2019 | $1,507,000 | +85.8% | 21,548 | +61.3% | 0.40% | +66.3% |
| Q4 2018 | $811,000 | +77.9% | 13,358 | +122.9% | 0.24% | +99.2% |
| Q3 2018 | $456,000 | +98.3% | 5,993 | +66.7% | 0.12% | +62.7% |
| Q2 2017 | $230,000 | – | 3,596 | – | 0.08% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Strategic Financial Planning, Inc. | 315,961 | $13,087,109 | 12.05% |
| Financial Advisors, LLC | 984,705 | $40,786,480 | 10.10% |
| RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 811,567 | $33,595,324 | 9.71% |
| FIDELIS iM, LLC | 385,576 | $15,971 | 9.36% |
| MONEYWISE, INC. | 355,217 | $14,713,088 | 9.23% |
| Mokosak Advisory Group, LLC | 497,025 | $20,587,051 | 8.37% |
| Waterford Advisors, LLC | 301,949 | $12,506,710 | 7.00% |
| MERIDIAN MANAGEMENT CO | 515,951 | $21,370,701 | 6.97% |
| ForthRight Wealth Management, LLC | 357,436 | $14,804,981 | 6.38% |
| MARSHALL FINANCIAL GROUP INC /ADV | 372,476 | $15,427,952 | 6.28% |