SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 510 filers reported holding SCHWAB STRATEGIC TR in Q3 2018. The put-call ratio across all filers is 0.92 and the average weighting 1.0%.
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. | 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% |