SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 228 filers reported holding SCHWAB STRATEGIC TR in Q4 2015. The put-call ratio across all filers is 1.05 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2018 | $17,413,000 | +4.9% | 228,613 | +1.3% | 0.96% | -2.2% |
| Q2 2018 | $16,598,000 | +8.3% | 225,610 | +1.8% | 0.98% | +4.4% |
| Q1 2018 | $15,319,000 | -10.3% | 221,593 | -9.5% | 0.94% | -8.9% |
| Q4 2017 | $17,079,000 | +7.1% | 244,900 | +3.5% | 1.03% | +0.1% |
| Q3 2017 | $15,947,000 | +13.5% | 236,714 | +7.7% | 1.03% | +5.7% |
| Q2 2017 | $14,049,000 | +9.6% | 219,817 | +8.0% | 0.98% | +5.9% |
| Q1 2017 | $12,823,000 | +16.3% | 203,601 | +13.5% | 0.92% | +7.5% |
| Q4 2016 | $11,025,000 | +14.7% | 179,323 | +7.4% | 0.86% | +4.9% |
| Q3 2016 | $9,609,000 | +19.0% | 166,964 | +11.7% | 0.82% | +13.3% |
| Q2 2016 | $8,074,000 | +14.2% | 149,434 | +10.0% | 0.72% | +4.3% |
| Q1 2016 | $7,071,000 | +9.8% | 135,876 | +9.9% | 0.69% | +10.2% |
| Q4 2015 | $6,438,000 | – | 123,606 | – | 0.63% | – |
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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% |