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 ↓ |
---|---|---|---|
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% |