SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 157 filers reported holding SCHWAB STRATEGIC TR in Q3 2014. The put-call ratio across all filers is 0.61 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2017 | $2,676,000 | -33.0% | 39,721 | -35.9% | 0.22% | -26.6% |
| Q2 2017 | $3,992,000 | -11.6% | 62,011 | -14.5% | 0.30% | -11.1% |
| Q1 2017 | $4,518,000 | -0.5% | 72,512 | -1.1% | 0.34% | -3.1% |
| Q4 2016 | $4,539,000 | +24.8% | 73,283 | +11.0% | 0.35% | +22.1% |
| Q3 2016 | $3,636,000 | 0.0% | 66,046 | +1.8% | 0.29% | +2.8% |
| Q2 2016 | $3,636,000 | +6.1% | 64,878 | -0.8% | 0.28% | -5.7% |
| Q1 2016 | $3,427,000 | +15.2% | 65,398 | +1.2% | 0.30% | +22.1% |
| Q4 2015 | $2,976,000 | -14.1% | 64,621 | +2.1% | 0.24% | -23.5% |
| Q3 2015 | $3,466,000 | +0.7% | 63,267 | +3.3% | 0.32% | +3.2% |
| Q2 2015 | $3,441,000 | +7.4% | 61,261 | +7.8% | 0.31% | +8.4% |
| Q1 2015 | $3,205,000 | -99.9% | 56,828 | +6.2% | 0.28% | +39.7% |
| Q4 2014 | $2,885,906,000 | +106666.8% | 53,522 | +1.8% | 0.20% | -1.0% |
| Q3 2014 | $2,703,000 | -5.2% | 52,559 | +1.0% | 0.21% | -8.0% |
| Q2 2014 | $2,852,000 | +6.2% | 52,027 | +5.6% | 0.22% | -3.0% |
| Q1 2014 | $2,686,000 | +13.4% | 49,251 | +9.0% | 0.23% | +9.5% |
| Q4 2013 | $2,369,000 | +13.5% | 45,185 | +5.4% | 0.21% | +3.9% |
| Q3 2013 | $2,088,000 | +4.1% | 42,881 | -5.8% | 0.20% | -18.1% |
| Q2 2013 | $2,006,000 | – | 45,530 | – | 0.25% | – |
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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% |