SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 135 filers reported holding SCHWAB STRATEGIC TR in Q4 2013. The put-call ratio across all filers is 2.42 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2016 | $498,000 | +24.2% | 8,088 | +16.2% | 0.02% | +14.3% |
| Q3 2016 | $401,000 | -0.2% | 6,962 | -6.3% | 0.01% | 0.0% |
| Q2 2016 | $402,000 | -13.2% | 7,432 | -16.4% | 0.01% | -26.3% |
| Q1 2016 | $463,000 | +29.7% | 8,891 | +29.9% | 0.02% | +18.8% |
| Q4 2015 | $357,000 | +257.0% | 6,847 | +249.3% | 0.02% | +100.0% |
| Q3 2015 | $100,000 | +9.9% | 1,960 | +23.7% | 0.01% | +33.3% |
| Q2 2015 | $91,000 | +911.1% | 1,584 | +963.1% | 0.01% | +500.0% |
| Q1 2015 | $9,000 | +12.5% | 149 | 0.0% | 0.00% | 0.0% |
| Q4 2014 | $8,000 | +60.0% | 149 | +49.0% | 0.00% | 0.0% |
| Q3 2014 | $5,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% |
| Q2 2014 | $5,000 | -50.0% | 100 | -50.0% | 0.00% | 0.0% |
| Q1 2014 | $10,000 | +100.0% | 200 | +100.0% | 0.00% | 0.0% |
| Q4 2013 | $5,000 | -28.6% | 100 | -34.6% | 0.00% | 0.0% |
| Q3 2013 | $7,000 | +250.0% | 153 | +188.7% | 0.00% | – |
| Q2 2013 | $2,000 | – | 53 | – | 0.00% | – |
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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% |