SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 594 filers reported holding SCHWAB STRATEGIC TR in Q3 2019. The put-call ratio across all filers is 1.59 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $258,000 | +27.1% | 3,950 | +0.1% | 0.12% | +62.3% |
| Q1 2020 | $203,000 | -31.6% | 3,948 | +0.2% | 0.08% | -3.8% |
| Q4 2019 | $297,000 | -12.9% | 3,939 | -19.4% | 0.08% | -11.1% |
| Q3 2019 | $341,000 | -2.3% | 4,889 | +0.1% | 0.09% | +3.4% |
| Q2 2019 | $349,000 | -11.6% | 4,882 | -13.6% | 0.09% | -10.3% |
| Q1 2019 | $395,000 | -19.4% | 5,652 | -30.1% | 0.10% | -14.9% |
| Q4 2018 | $490,000 | +61.7% | 8,081 | +103.3% | 0.11% | +83.9% |
| Q3 2018 | $303,000 | +4.1% | 3,975 | +0.6% | 0.06% | -7.5% |
| Q2 2018 | $291,000 | -2.0% | 3,952 | -8.1% | 0.07% | -23.0% |
| Q1 2018 | $297,000 | +1.0% | 4,302 | +2.0% | 0.09% | -1.1% |
| Q4 2017 | $294,000 | +5.0% | 4,216 | +1.5% | 0.09% | +44.3% |
| Q3 2017 | $280,000 | +5.3% | 4,154 | 0.0% | 0.06% | -4.7% |
| Q2 2017 | $266,000 | +1.9% | 4,154 | 0.0% | 0.06% | -1.5% |
| Q1 2017 | $261,000 | +18.1% | 4,154 | +4.4% | 0.06% | +16.1% |
| Q3 2016 | $221,000 | – | 3,980 | – | 0.06% | – |
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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% |