SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 508 filers reported holding SCHWAB STRATEGIC TR in Q3 2018. The put-call ratio across all filers is 0.92 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $610,000 | -1.9% | 16,149 | +3.1% | 0.03% | 0.0% |
| Q2 2022 | $622,000 | -16.4% | 15,659 | +0.2% | 0.03% | -10.3% |
| Q1 2022 | $744,000 | +36.8% | 15,631 | +40.3% | 0.03% | -40.8% |
| Q1 2020 | $544,000 | -59.7% | 11,144 | -37.5% | 0.05% | -49.5% |
| Q4 2019 | $1,349,000 | -37.1% | 17,836 | -43.1% | 0.10% | -40.5% |
| Q3 2019 | $2,145,000 | -13.0% | 31,329 | -9.0% | 0.16% | -12.4% |
| Q2 2019 | $2,465,000 | +84.0% | 34,414 | +80.9% | 0.19% | +64.6% |
| Q1 2019 | $1,340,000 | +7.1% | 19,026 | -2.6% | 0.11% | +1.8% |
| Q4 2018 | $1,251,000 | +9.9% | 19,528 | +30.7% | 0.11% | -21.8% |
| Q3 2018 | $1,138,000 | +56.7% | 14,942 | +7.3% | 0.14% | -70.8% |
| Q4 2015 | $726,000 | +25.4% | 13,930 | +22.1% | 0.49% | +119.4% |
| Q3 2015 | $579,000 | -100.0% | 11,409 | -69.2% | 0.22% | -78.7% |
| Q2 2015 | $2,129,749,000 | +1.2% | 37,052 | +1.4% | 1.04% | -11.3% |
| Q1 2015 | $2,103,570,000 | -13.8% | 36,533 | -17.5% | 1.18% | +4.0% |
| Q4 2014 | $2,440,162,000 | +19.8% | 44,270 | +11.7% | 1.13% | +6.2% |
| Q3 2014 | $2,037,188,000 | -6.5% | 39,634 | -0.3% | 1.06% | -0.7% |
| Q2 2014 | $2,177,985,000 | – | 39,737 | – | 1.07% | – |
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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% |