SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 581 filers reported holding SCHWAB STRATEGIC TR in Q1 2019. The put-call ratio across all filers is 3.35 and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2019 | $1,105,000 | +18.7% | 15,798 | +2.9% | 0.10% | +7.2% |
Q4 2018 | $931,000 | +59.7% | 15,349 | +100.5% | 0.10% | +79.6% |
Q3 2018 | $583,000 | +17.1% | 7,654 | +13.0% | 0.05% | +12.5% |
Q2 2018 | $498,000 | +14.2% | 6,771 | +7.2% | 0.05% | +9.1% |
Q1 2018 | $436,000 | +13.2% | 6,314 | +14.4% | 0.04% | +12.8% |
Q4 2017 | $385,000 | +8.1% | 5,519 | +4.4% | 0.04% | +2.6% |
Q3 2017 | $356,000 | +11.6% | 5,288 | +5.8% | 0.04% | +8.6% |
Q2 2017 | $319,000 | +1.6% | 4,998 | +0.2% | 0.04% | 0.0% |
Q1 2017 | $314,000 | +1.3% | 4,988 | -1.2% | 0.04% | -5.4% |
Q4 2016 | $310,000 | +14.0% | 5,048 | +6.9% | 0.04% | +12.1% |
Q3 2016 | $272,000 | +11.5% | 4,722 | +4.4% | 0.03% | +3.1% |
Q2 2016 | $244,000 | +11.9% | 4,522 | +8.1% | 0.03% | +10.3% |
Q1 2016 | $218,000 | +4.8% | 4,182 | +15.6% | 0.03% | 0.0% |
Q2 2015 | $208,000 | +114.4% | 3,618 | +106.5% | 0.03% | +107.1% |
Q4 2014 | $97,000 | +7.8% | 1,752 | +0.3% | 0.01% | +7.7% |
Q3 2014 | $90,000 | -51.6% | 1,746 | -48.5% | 0.01% | -51.9% |
Q2 2014 | $186,000 | – | 3,390 | – | 0.03% | – |
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% |