SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 362 filers reported holding SCHWAB STRATEGIC TR in Q3 2017. The put-call ratio across all filers is 0.83 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2019 | $3,175,000 | +51.3% | 45,408 | +31.2% | 1.45% | +15.3% |
| Q4 2018 | $2,099,000 | -26.4% | 34,599 | -7.6% | 1.26% | -22.4% |
| Q3 2018 | $2,853,000 | +5.7% | 37,462 | +2.1% | 1.62% | +18.7% |
| Q2 2018 | $2,699,000 | +10.2% | 36,680 | +3.5% | 1.37% | +5.4% |
| Q1 2018 | $2,450,000 | +12.4% | 35,436 | +13.4% | 1.30% | +16.4% |
| Q4 2017 | $2,179,000 | +8.1% | 31,247 | +4.5% | 1.11% | +1.5% |
| Q3 2017 | $2,015,000 | +9.6% | 29,912 | +4.0% | 1.10% | +1.5% |
| Q2 2017 | $1,838,000 | +58.0% | 28,758 | +55.8% | 1.08% | +45.7% |
| Q1 2017 | $1,163,000 | +5.1% | 18,463 | +2.5% | 0.74% | -7.7% |
| Q4 2016 | $1,107,000 | +13.0% | 18,006 | +5.7% | 0.80% | -7.8% |
| Q3 2016 | $980,000 | +7.7% | 17,029 | +1.1% | 0.87% | +25.3% |
| Q2 2016 | $910,000 | +4.7% | 16,843 | +0.9% | 0.70% | +16.6% |
| Q1 2016 | $869,000 | -3.0% | 16,694 | -3.0% | 0.60% | -6.3% |
| Q4 2015 | $896,000 | +202.7% | 17,208 | +220.9% | 0.64% | +226.7% |
| Q4 2014 | $296,000 | – | 5,362 | – | 0.20% | – |
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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% |