SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 440 filers reported holding SCHWAB STRATEGIC TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $125,000 | +5.0% | 1,221 | +2.5% | 0.09% | -3.3% |
| Q3 2021 | $119,000 | +495.0% | 1,191 | +495.5% | 0.09% | +718.2% |
| Q1 2021 | $20,000 | -98.2% | 200 | -99.1% | 0.01% | -99.0% |
| Q1 2020 | $1,140,000 | -22.9% | 22,129 | +13.2% | 1.10% | +22.0% |
| Q4 2019 | $1,479,000 | +5.2% | 19,552 | -3.0% | 0.90% | +9.2% |
| Q3 2019 | $1,406,000 | -10.8% | 20,165 | -8.6% | 0.82% | -7.4% |
| Q2 2019 | $1,577,000 | -10.1% | 22,064 | -12.1% | 0.89% | -11.2% |
| Q1 2019 | $1,755,000 | +2.4% | 25,103 | -11.1% | 1.00% | +2.1% |
| Q4 2018 | $1,714,000 | -20.5% | 28,250 | -0.2% | 0.98% | -0.1% |
| Q3 2018 | $2,156,000 | +2.7% | 28,302 | -0.9% | 0.98% | -3.7% |
| Q2 2018 | $2,100,000 | +17.8% | 28,551 | +10.7% | 1.02% | +11.5% |
| Q1 2018 | $1,783,000 | +13.9% | 25,795 | +15.0% | 0.91% | +19.6% |
| Q4 2017 | $1,565,000 | +53.6% | 22,435 | +48.3% | 0.76% | +48.1% |
| Q3 2017 | $1,019,000 | +35.5% | 15,125 | +28.6% | 0.52% | +44.1% |
| Q2 2017 | $752,000 | +66.0% | 11,759 | +63.3% | 0.36% | +43.8% |
| Q1 2017 | $453,000 | +17.1% | 7,199 | +14.4% | 0.25% | +23.3% |
| Q4 2016 | $387,000 | +36.3% | 6,294 | +27.7% | 0.20% | +32.0% |
| Q3 2016 | $284,000 | +19.3% | 4,929 | +12.0% | 0.15% | +15.9% |
| Q2 2016 | $238,000 | +14.4% | 4,402 | +10.3% | 0.13% | +21.1% |
| Q1 2016 | $208,000 | – | 3,992 | – | 0.11% | – |
Download | ||||||
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% |