SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 240 filers reported holding SCHWAB STRATEGIC TR in Q2 2016. The put-call ratio across all filers is 0.33 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $10,623,000 | -39.2% | 206,199 | -10.7% | 5.58% | -20.0% |
| Q4 2019 | $17,468,000 | +9.3% | 230,940 | +0.8% | 6.98% | +10.1% |
| Q3 2019 | $15,980,000 | -20.3% | 229,174 | -18.3% | 6.34% | -22.1% |
| Q2 2019 | $20,053,000 | +14.4% | 280,547 | +12.0% | 8.14% | +10.5% |
| Q1 2019 | $17,524,000 | +42.0% | 250,597 | +23.2% | 7.36% | +21.8% |
| Q4 2018 | $12,342,000 | -8.9% | 203,391 | +14.3% | 6.04% | -3.4% |
| Q3 2018 | $13,552,000 | +0.4% | 177,914 | -3.0% | 6.26% | +2.5% |
| Q2 2018 | $13,497,000 | +55.7% | 183,454 | +46.3% | 6.10% | +48.6% |
| Q1 2018 | $8,667,000 | +6.8% | 125,379 | +7.7% | 4.11% | +7.7% |
| Q4 2017 | $8,116,000 | -1.1% | 116,377 | -4.5% | 3.81% | -5.3% |
| Q3 2017 | $8,208,000 | +53.1% | 121,838 | +45.3% | 4.02% | +43.4% |
| Q2 2017 | $5,360,000 | -54.5% | 83,870 | -55.1% | 2.81% | -54.2% |
| Q1 2017 | $11,775,000 | +28.2% | 186,964 | +25.1% | 6.13% | +9.7% |
| Q4 2016 | $9,188,000 | +57.1% | 149,451 | +47.0% | 5.59% | +38.0% |
| Q3 2016 | $5,850,000 | -15.1% | 101,658 | -20.3% | 4.05% | -18.8% |
| Q2 2016 | $6,890,000 | -30.9% | 127,523 | -33.5% | 4.98% | -29.6% |
| Q1 2016 | $9,973,000 | -3.4% | 191,638 | -3.4% | 7.08% | +6.4% |
| Q4 2015 | $10,329,000 | +102.2% | 198,315 | +97.2% | 6.65% | +94.0% |
| Q3 2015 | $5,108,000 | +43.6% | 100,562 | +62.6% | 3.43% | +64.0% |
| Q2 2015 | $3,556,000 | +28.0% | 61,862 | +28.2% | 2.09% | +23.3% |
| Q1 2015 | $2,778,000 | +30.8% | 48,242 | +25.2% | 1.70% | +22.0% |
| Q4 2014 | $2,124,000 | +20.0% | 38,527 | +11.9% | 1.39% | +0.9% |
| Q3 2014 | $1,770,000 | +9.8% | 34,431 | +17.1% | 1.38% | +2.8% |
| Q2 2014 | $1,612,000 | -6.3% | 29,411 | -8.3% | 1.34% | -5.4% |
| Q1 2014 | $1,720,000 | -32.9% | 32,086 | -34.3% | 1.42% | -35.5% |
| Q4 2013 | $2,564,000 | – | 48,831 | – | 2.20% | – |
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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% |