SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 336 filers reported holding SCHWAB STRATEGIC TR in Q2 2017. The put-call ratio across all filers is 0.36 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $25,372 | +14.1% | 537 | 0.0% | 0.00% | 0.0% |
| Q3 2023 | $22,246 | -5.4% | 537 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $23,524 | +4.5% | 537 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $22,520 | -99.4% | 537 | -99.1% | 0.00% | -99.8% |
| Q1 2017 | $3,577,000 | +93.7% | 57,564 | +91.7% | 0.83% | +59.3% |
| Q4 2016 | $1,847,000 | +387.3% | 30,036 | +355.7% | 0.52% | +311.9% |
| Q3 2016 | $379,000 | +19.6% | 6,591 | +12.5% | 0.13% | +16.7% |
| Q2 2016 | $317,000 | -41.0% | 5,861 | -43.2% | 0.11% | -46.0% |
| Q1 2016 | $537,000 | – | 10,314 | – | 0.20% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Filbrandt Wealth Management, LLC | 374,051 | $24,441,000 | 19.47% |
| RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 170,384 | $11,133,000 | 12.93% |
| Strategic Financial Planning, Inc. | 167,381 | $10,937,000 | 12.18% |
| MONEYWISE, INC. | 213,638 | $13,959,000 | 11.18% |
| APPLETON GROUP, LLC | 138,536 | $9,052,000 | 10.90% |
| Marcum Wealth, LLC | 474,002 | $30,971,000 | 9.53% |
| Financial Advisors, LLC | 244,345 | $15,965,000 | 8.90% |
| Mokosak Advisory Group, LLC | 202,751 | $13,254,000 | 8.09% |
| MARSHALL FINANCIAL GROUP INC /ADV | 157,711 | $10,305,000 | 6.84% |
| Charles Schwab Investment Advisory, Inc. | 40,688,542 | $2,658,589,000 | 6.70% |