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 | $1,449,000 | +97.4% | 22,175 | +128.6% | 0.40% | +134.1% |
| Q4 2019 | $734,000 | -45.7% | 9,700 | -50.0% | 0.17% | +3.7% |
| Q3 2019 | $1,352,000 | +95.1% | 19,400 | +100.0% | 0.16% | +1.2% |
| Q2 2019 | $693,000 | +2.2% | 9,700 | 0.0% | 0.16% | -3.0% |
| Q1 2019 | $678,000 | +15.1% | 9,700 | 0.0% | 0.17% | +1.2% |
| Q4 2018 | $589,000 | -20.3% | 9,700 | 0.0% | 0.16% | -21.1% |
| Q3 2018 | $739,000 | +3.6% | 9,700 | 0.0% | 0.21% | -2.3% |
| Q2 2018 | $713,000 | -12.0% | 9,700 | -17.2% | 0.21% | -14.7% |
| Q1 2018 | $810,000 | -0.9% | 11,710 | 0.0% | 0.25% | -6.0% |
| Q4 2017 | $817,000 | – | 11,710 | – | 0.27% | – |
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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% |