SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 259 filers reported holding SCHWAB STRATEGIC TR in Q3 2016. The put-call ratio across all filers is 0.07 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $8,888,000 | -2.7% | 130,096 | -7.0% | 0.31% | -52.1% |
| Q2 2020 | $9,139,000 | -5.0% | 139,867 | -25.1% | 0.65% | -21.9% |
| Q1 2020 | $9,617,000 | -38.7% | 186,668 | -10.1% | 0.84% | -20.5% |
| Q4 2019 | $15,701,000 | -30.5% | 207,571 | -35.9% | 1.05% | -36.3% |
| Q3 2019 | $22,590,000 | +2.1% | 323,959 | +4.7% | 1.65% | -0.2% |
| Q2 2019 | $22,124,000 | +5.5% | 309,517 | +3.2% | 1.66% | +4.7% |
| Q1 2019 | $20,974,000 | +19.4% | 299,929 | +3.6% | 1.58% | +1.3% |
| Q4 2018 | $17,562,000 | -33.3% | 289,419 | -16.3% | 1.56% | -28.0% |
| Q3 2018 | $26,337,000 | +6.8% | 345,772 | +3.2% | 2.17% | -2.9% |
| Q2 2018 | $24,658,000 | +9.1% | 335,164 | +2.5% | 2.23% | +4.9% |
| Q1 2018 | $22,603,000 | +8.7% | 326,965 | +9.6% | 2.13% | +5.2% |
| Q4 2017 | $20,796,000 | +12.1% | 298,194 | +8.3% | 2.02% | +0.1% |
| Q3 2017 | $18,548,000 | +11.0% | 275,322 | +5.3% | 2.02% | +2.1% |
| Q2 2017 | $16,706,000 | +11.5% | 261,396 | +9.9% | 1.98% | -7.1% |
| Q1 2017 | $14,983,000 | -3.3% | 237,899 | -5.6% | 2.13% | -8.0% |
| Q4 2016 | $15,498,000 | +5.4% | 252,076 | -1.3% | 2.32% | +1.1% |
| Q3 2016 | $14,705,000 | +11.8% | 255,518 | +5.0% | 2.29% | +4.6% |
| Q2 2016 | $13,148,000 | +7.7% | 243,340 | +3.7% | 2.19% | +1.7% |
| Q1 2016 | $12,207,000 | +6.4% | 234,576 | +6.5% | 2.15% | +0.9% |
| Q4 2015 | $11,475,000 | – | 220,306 | – | 2.14% | – |
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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% |