SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 558 filers reported holding SCHWAB STRATEGIC TR in Q4 2018. The put-call ratio across all filers is 0.67 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $4,379,000 | +9.7% | 57,895 | +1.1% | 1.34% | +0.7% |
| Q3 2019 | $3,993,000 | -2.5% | 57,258 | -0.1% | 1.34% | -13.0% |
| Q2 2019 | $4,096,000 | +2.9% | 57,300 | +0.6% | 1.53% | +0.1% |
| Q1 2019 | $3,981,000 | +26.8% | 56,932 | +10.0% | 1.53% | +10.1% |
| Q4 2018 | $3,140,000 | -18.4% | 51,747 | +2.5% | 1.39% | -8.2% |
| Q3 2018 | $3,846,000 | +2.0% | 50,489 | -1.5% | 1.52% | -3.4% |
| Q2 2018 | $3,771,000 | +6.3% | 51,255 | -0.2% | 1.57% | +5.9% |
| Q1 2018 | $3,549,000 | -0.6% | 51,344 | +0.2% | 1.48% | -1.0% |
| Q4 2017 | $3,572,000 | +2.3% | 51,219 | -1.2% | 1.50% | -1.6% |
| Q3 2017 | $3,492,000 | +3.7% | 51,838 | -1.7% | 1.52% | +2.1% |
| Q2 2017 | $3,369,000 | +1.4% | 52,714 | -0.1% | 1.49% | +0.1% |
| Q1 2017 | $3,324,000 | +11.6% | 52,772 | +8.9% | 1.49% | +7.6% |
| Q4 2016 | $2,979,000 | +4.2% | 48,456 | -2.4% | 1.38% | +41.8% |
| Q3 2016 | $2,858,000 | +3.2% | 49,660 | -3.1% | 0.98% | +8.1% |
| Q2 2016 | $2,769,000 | +3.1% | 51,249 | -0.7% | 0.90% | -9.7% |
| Q1 2016 | $2,687,000 | +11.8% | 51,628 | +11.9% | 1.00% | +10.4% |
| Q4 2015 | $2,403,000 | – | 46,138 | – | 0.91% | – |
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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% |