SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 213 filers reported holding SCHWAB STRATEGIC TR in Q2 2015. The put-call ratio across all filers is 0.75 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2017 | $249,000 | -3.9% | 3,898 | -7.8% | 0.24% | +310.2% |
| Q1 2017 | $259,000 | +23.9% | 4,229 | +24.3% | 0.06% | +28.3% |
| Q4 2016 | $209,000 | +59.5% | 3,403 | +50.5% | 0.05% | +187.5% |
| Q3 2016 | $131,000 | -48.6% | 2,261 | -55.0% | 0.02% | -54.3% |
| Q3 2015 | $255,000 | +25.6% | 5,025 | +41.8% | 0.04% | +34.6% |
| Q2 2015 | $203,000 | -46.2% | 3,544 | -51.8% | 0.03% | -49.0% |
| Q3 2014 | $377,000 | -6.7% | 7,354 | -1.8% | 0.05% | +2.0% |
| Q2 2014 | $404,000 | – | 7,490 | – | 0.05% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| MONEYWISE, INC. | 429,490 | $20,341,000 | 13.40% |
| Strategic Financial Planning, Inc. | 293,115 | $13,882,000 | 11.54% |
| Financial Advisors, LLC | 766,284 | $36,291,000 | 11.33% |
| Ascension Capital Advisors, Inc. | 250,304 | $11,854,000 | 9.55% |
| RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 508,673 | $24,091,000 | 8.72% |
| FIDELIS iM, LLC | 304,946 | $14,442,000 | 8.49% |
| Mokosak Advisory Group, LLC | 432,932 | $20,505,000 | 8.31% |
| Marcum Wealth, LLC | 1,187,645 | $56,247,000 | 7.76% |
| MARSHALL FINANCIAL GROUP INC /ADV | 375,734 | $17,795,000 | 7.10% |
| Charles Schwab Investment Advisory, Inc. | 93,500,710 | $4,428,193,000 | 7.04% |