SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 311 filers reported holding SCHWAB STRATEGIC TR in Q1 2017. The put-call ratio across all filers is 0.39 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $11,621,000 | +18.5% | 130,579 | -9.0% | 1.01% | +4.2% |
| Q3 2020 | $9,805,000 | +3.7% | 143,517 | -0.8% | 0.97% | -3.7% |
| Q2 2020 | $9,454,000 | +21.6% | 144,693 | -4.1% | 1.01% | +13.1% |
| Q1 2020 | $7,776,000 | -24.7% | 150,932 | +10.6% | 0.89% | -5.7% |
| Q4 2019 | $10,324,000 | +10.7% | 136,493 | +2.1% | 0.95% | +3.4% |
| Q3 2019 | $9,323,000 | -2.3% | 133,706 | +0.1% | 0.92% | -2.7% |
| Q2 2019 | $9,545,000 | -1.7% | 133,534 | -3.8% | 0.94% | +0.2% |
| Q1 2019 | $9,710,000 | -13.3% | 138,848 | -24.8% | 0.94% | -25.6% |
| Q4 2018 | $11,206,000 | -17.5% | 184,666 | +3.5% | 1.26% | -8.7% |
| Q3 2018 | $13,585,000 | -11.2% | 178,345 | -14.3% | 1.38% | -16.5% |
| Q2 2018 | $15,304,000 | +6.0% | 208,013 | -2.9% | 1.65% | -7.3% |
| Q1 2018 | $14,436,000 | -3.2% | 214,284 | +0.2% | 1.78% | +2.1% |
| Q4 2017 | $14,911,000 | +3.3% | 213,806 | -0.2% | 1.75% | -2.0% |
| Q3 2017 | $14,436,000 | +4.9% | 214,284 | -0.5% | 1.78% | 0.0% |
| Q2 2017 | $13,764,000 | +1.8% | 215,359 | +0.4% | 1.78% | -2.7% |
| Q1 2017 | $13,515,000 | -0.0% | 214,591 | -2.4% | 1.83% | -9.0% |
| Q4 2016 | $13,517,000 | +5.1% | 219,858 | -1.6% | 2.02% | +0.6% |
| Q3 2016 | $12,858,000 | -24.6% | 223,423 | -29.2% | 2.00% | -27.4% |
| Q2 2016 | $17,061,000 | +5.0% | 315,774 | +1.2% | 2.76% | +2.5% |
| Q1 2016 | $16,244,000 | +11.8% | 312,144 | +11.9% | 2.69% | +7.0% |
| Q4 2015 | $14,532,000 | +8.3% | 279,011 | +5.6% | 2.51% | +0.4% |
| Q3 2015 | $13,424,000 | -5.7% | 264,301 | +6.7% | 2.50% | -4.4% |
| Q2 2015 | $14,237,000 | +6.8% | 247,692 | +6.9% | 2.62% | +7.6% |
| Q1 2015 | $13,336,000 | +72.9% | 231,610 | +65.5% | 2.43% | -13.1% |
| Q4 2014 | $7,712,000 | +12.5% | 139,912 | +4.9% | 2.80% | -4.1% |
| Q3 2014 | $6,853,000 | -2.4% | 133,334 | +4.1% | 2.92% | -2.7% |
| Q2 2014 | $7,024,000 | +1.2% | 128,144 | -1.0% | 3.00% | -8.3% |
| Q1 2014 | $6,938,000 | +123.7% | 129,431 | +119.1% | 3.28% | +77.1% |
| Q4 2013 | $3,101,000 | – | 59,070 | – | 1.85% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Strategic Financial Planning, Inc. | 301,624 | $12,647,105 | 11.56% |
| MONEYWISE, INC. | 418,944 | $17,566,336 | 11.36% |
| Financial Advisors, LLC | 934,943 | $39,202,142 | 9.93% |
| RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 712,588 | $29,878,802 | 9.58% |
| FIDELIS iM, LLC | 368,904 | $15,468,149 | 9.23% |
| Mokosak Advisory Group, LLC | 470,550 | $19,731,715 | 8.41% |
| Ascension Capital Advisors, Inc. | 241,825 | $10,139,725 | 7.83% |
| MERIDIAN MANAGEMENT CO | 508,516 | $21,322,076 | 6.99% |
| Marcum Wealth, LLC | 1,271,131 | $53,298,536 | 6.65% |
| Waterford Advisors, LLC | 291,287 | $12,214 | 6.61% |