SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 311 filers reported holding SCHWAB STRATEGIC TR in Q1 2017. The put-call ratio across all filers is 0.39 and the average weighting 0.8%.
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. | 301,624 | $12,647,105 | 11.56% |
| MONEYWISE, INC. | 418,944 | $17,566,336 | 11.36% |
| Financial Advisors, LLC | 934,943 | $39,202,142 | 9.93% |
| RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 712,588 | $29,878,802 | 9.58% |
| FIDELIS iM, LLC | 368,904 | $15,468,149 | 9.23% |
| Mokosak Advisory Group, LLC | 470,550 | $19,731,715 | 8.41% |
| Ascension Capital Advisors, Inc. | 241,825 | $10,139,725 | 7.83% |
| MERIDIAN MANAGEMENT CO | 508,516 | $21,322,076 | 6.99% |
| Marcum Wealth, LLC | 1,271,131 | $53,298,536 | 6.65% |
| Waterford Advisors, LLC | 291,287 | $12,214 | 6.61% |