SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 238 filers reported holding SCHWAB STRATEGIC TR in Q1 2016. The put-call ratio across all filers is 0.43 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2017 | $258,000 | +6.2% | 3,825 | +0.7% | 0.01% | 0.0% |
| Q2 2017 | $243,000 | -9.7% | 3,800 | -11.1% | 0.01% | -16.7% |
| Q1 2017 | $269,000 | -18.5% | 4,275 | -20.3% | 0.01% | -14.3% |
| Q4 2016 | $330,000 | +6.8% | 5,364 | 0.0% | 0.01% | 0.0% |
| Q3 2016 | $309,000 | +28.8% | 5,364 | +20.9% | 0.01% | +16.7% |
| Q2 2016 | $240,000 | +3.9% | 4,437 | 0.0% | 0.01% | 0.0% |
| Q1 2016 | $231,000 | 0.0% | 4,437 | 0.0% | 0.01% | 0.0% |
| Q4 2015 | $231,000 | +2.7% | 4,437 | 0.0% | 0.01% | 0.0% |
| Q3 2015 | $225,000 | -11.8% | 4,437 | 0.0% | 0.01% | -14.3% |
| Q2 2015 | $255,000 | 0.0% | 4,437 | 0.0% | 0.01% | 0.0% |
| Q1 2015 | $255,000 | +4.1% | 4,437 | 0.0% | 0.01% | 0.0% |
| Q4 2014 | $245,000 | +7.5% | 4,437 | 0.0% | 0.01% | 0.0% |
| Q3 2014 | $228,000 | -6.2% | 4,437 | 0.0% | 0.01% | 0.0% |
| Q2 2014 | $243,000 | -8.3% | 4,437 | -10.1% | 0.01% | -12.5% |
| Q1 2014 | $265,000 | +2.3% | 4,937 | 0.0% | 0.01% | 0.0% |
| Q4 2013 | $259,000 | +8.8% | 4,937 | 0.0% | 0.01% | 0.0% |
| Q3 2013 | $238,000 | +9.7% | 4,937 | 0.0% | 0.01% | 0.0% |
| Q2 2013 | $217,000 | – | 4,937 | – | 0.01% | – |
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% |