SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 630 filers reported holding SCHWAB STRATEGIC TR in Q1 2020. The put-call ratio across all filers is 0.97 and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2020 | $707,000 | +46.7% | 10,815 | +15.7% | 0.33% | +51.1% |
Q1 2020 | $482,000 | -57.2% | 9,351 | -37.2% | 0.22% | -29.8% |
Q4 2019 | $1,126,000 | +39.4% | 14,887 | +28.4% | 0.31% | +109.4% |
Q3 2019 | $808,000 | -1.8% | 11,591 | +0.7% | 0.15% | +2.1% |
Q2 2019 | $823,000 | +9.6% | 11,510 | +7.1% | 0.15% | +12.3% |
Q1 2019 | $751,000 | +31.3% | 10,746 | +13.9% | 0.13% | +11.1% |
Q4 2018 | $572,000 | -39.9% | 9,435 | -24.4% | 0.12% | -43.5% |
Q3 2018 | $951,000 | +0.1% | 12,484 | -3.3% | 0.21% | -3.7% |
Q2 2018 | $950,000 | – | 12,907 | – | 0.22% | – |
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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% |