SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 150 filers reported holding SCHWAB STRATEGIC TR in Q1 2014. The put-call ratio across all filers is 1.78 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2016 | $3,301,000 | -43.9% | 61,091 | -46.0% | 0.54% | -12.1% |
| Q1 2016 | $5,887,000 | +6.2% | 113,116 | +6.3% | 0.62% | +4.7% |
| Q4 2015 | $5,541,000 | +19.0% | 106,380 | +16.0% | 0.59% | +12.1% |
| Q3 2015 | $4,657,000 | -19.5% | 91,699 | -8.9% | 0.53% | -14.0% |
| Q2 2015 | $5,785,000 | +163.0% | 100,652 | +163.4% | 0.61% | +159.7% |
| Q1 2015 | $2,200,000 | +45.3% | 38,209 | +39.1% | 0.24% | +38.0% |
| Q4 2014 | $1,514,000 | +26.1% | 27,475 | +17.6% | 0.17% | +18.8% |
| Q3 2014 | $1,201,000 | +36.0% | 23,364 | +45.0% | 0.14% | +29.7% |
| Q2 2014 | $883,000 | -33.9% | 16,112 | -35.3% | 0.11% | -41.0% |
| Q1 2014 | $1,335,000 | -30.1% | 24,903 | -31.5% | 0.19% | +27.9% |
| Q4 2013 | $1,910,000 | +667.1% | 36,376 | +605.4% | 0.15% | +241.9% |
| Q3 2013 | $249,000 | +20.3% | 5,157 | +9.7% | 0.04% | +4.9% |
| Q2 2013 | $207,000 | – | 4,701 | – | 0.04% | – |
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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% |