SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 157 filers reported holding SCHWAB STRATEGIC TR in Q2 2014. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2018 | $268,000 | +3.5% | 3,525 | 0.0% | 0.07% | -2.7% |
| Q2 2018 | $259,000 | 0.0% | 3,525 | -6.0% | 0.08% | +2.7% |
| Q1 2018 | $259,000 | +1.6% | 3,750 | +2.7% | 0.07% | +2.8% |
| Q4 2017 | $255,000 | +3.7% | 3,650 | 0.0% | 0.07% | +2.9% |
| Q3 2017 | $246,000 | +5.6% | 3,650 | 0.0% | 0.07% | +1.5% |
| Q2 2017 | $233,000 | +1.3% | 3,650 | 0.0% | 0.07% | -2.9% |
| Q1 2017 | $230,000 | +2.7% | 3,650 | 0.0% | 0.07% | +1.4% |
| Q4 2016 | $224,000 | +6.7% | 3,650 | 0.0% | 0.07% | +1.5% |
| Q3 2016 | $210,000 | 0.0% | 3,650 | 0.0% | 0.07% | +1.5% |
| Q2 2015 | $210,000 | 0.0% | 3,650 | 0.0% | 0.07% | 0.0% |
| Q1 2015 | $210,000 | +4.5% | 3,650 | 0.0% | 0.07% | +3.1% |
| Q4 2014 | $201,000 | +0.5% | 3,650 | 0.0% | 0.06% | -1.5% |
| Q2 2014 | $200,000 | – | 3,650 | – | 0.07% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| MONEYWISE, INC. | 429,490 | $20,341,000 | 13.40% |
| Strategic Financial Planning, Inc. | 293,115 | $13,882,000 | 11.54% |
| Financial Advisors, LLC | 766,284 | $36,291,000 | 11.33% |
| Ascension Capital Advisors, Inc. | 250,304 | $11,854,000 | 9.55% |
| RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 508,673 | $24,091,000 | 8.72% |
| FIDELIS iM, LLC | 304,946 | $14,442,000 | 8.49% |
| Mokosak Advisory Group, LLC | 432,932 | $20,505,000 | 8.31% |
| Marcum Wealth, LLC | 1,187,645 | $56,247,000 | 7.76% |
| MARSHALL FINANCIAL GROUP INC /ADV | 375,734 | $17,795,000 | 7.10% |
| Charles Schwab Investment Advisory, Inc. | 93,500,710 | $4,428,193,000 | 7.04% |