SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 291 filers reported holding SCHWAB STRATEGIC TR in Q4 2016. The put-call ratio across all filers is 1.53 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $314,000 | -11.3% | 4,151 | -18.2% | 0.07% | -19.1% |
| Q3 2019 | $354,000 | +28.7% | 5,075 | +32.0% | 0.09% | +21.9% |
| Q2 2019 | $275,000 | +685.7% | 3,845 | +701.0% | 0.07% | +461.5% |
| Q2 2018 | $35,000 | +6.1% | 480 | 0.0% | 0.01% | +8.3% |
| Q1 2018 | $33,000 | -61.2% | 480 | -62.0% | 0.01% | -65.7% |
| Q3 2017 | $85,000 | -18.3% | 1,264 | -22.7% | 0.04% | -14.6% |
| Q2 2017 | $104,000 | -8.0% | 1,636 | -8.1% | 0.04% | -10.9% |
| Q1 2017 | $113,000 | +0.9% | 1,781 | -1.6% | 0.05% | +53.3% |
| Q4 2016 | $112,000 | -10.4% | 1,810 | -16.7% | 0.03% | -38.8% |
| Q3 2016 | $125,000 | – | 2,173 | – | 0.05% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| MONEYWISE, INC. | 429,490 | $20,341,000 | 13.40% |
| Strategic Financial Planning, Inc. | 293,115 | $13,882,000 | 11.54% |
| Financial Advisors, LLC | 766,284 | $36,291,000 | 11.33% |
| Ascension Capital Advisors, Inc. | 250,304 | $11,854,000 | 9.55% |
| RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 508,673 | $24,091,000 | 8.72% |
| FIDELIS iM, LLC | 304,946 | $14,442,000 | 8.49% |
| Mokosak Advisory Group, LLC | 432,932 | $20,505,000 | 8.31% |
| Marcum Wealth, LLC | 1,187,645 | $56,247,000 | 7.76% |
| MARSHALL FINANCIAL GROUP INC /ADV | 375,734 | $17,795,000 | 7.10% |
| Charles Schwab Investment Advisory, Inc. | 93,500,710 | $4,428,193,000 | 7.04% |