SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 435 filers reported holding SCHWAB STRATEGIC TR in Q4 2017. The put-call ratio across all filers is 0.86 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $702,000 | +22.5% | 6,857 | +19.7% | 0.06% | +14.0% |
| Q3 2021 | $573,000 | +145.9% | 5,729 | +144.8% | 0.05% | +108.3% |
| Q1 2021 | $233,000 | -43.3% | 2,340 | -49.3% | 0.02% | -48.9% |
| Q4 2020 | $411,000 | +16.1% | 4,617 | +2.3% | 0.05% | +6.8% |
| Q3 2020 | $354,000 | -72.7% | 4,511 | -77.3% | 0.04% | -81.0% |
| Q2 2020 | $1,299,000 | -73.8% | 19,876 | -79.4% | 0.23% | -78.3% |
| Q1 2020 | $4,963,000 | +97.6% | 96,331 | +190.1% | 1.07% | +122.8% |
| Q4 2019 | $2,512,000 | +462.0% | 33,210 | +417.7% | 0.48% | +450.6% |
| Q3 2019 | $447,000 | -99.9% | 6,415 | +27.9% | 0.09% | +4.8% |
| Q2 2019 | $359,805,000 | +96882.5% | 5,016 | -5.6% | 0.08% | -21.0% |
| Q1 2019 | $371,000 | +24.1% | 5,312 | +7.7% | 0.10% | +19.3% |
| Q4 2018 | $299,000 | -96.9% | 4,930 | -96.4% | 0.09% | -96.5% |
| Q3 2018 | $9,628,000 | +25.2% | 135,378 | +29.5% | 2.54% | -26.6% |
| Q2 2018 | $7,691,000 | -4.1% | 104,540 | -10.0% | 3.46% | +12.3% |
| Q1 2018 | $8,022,000 | +10.3% | 116,207 | +12.4% | 3.08% | +7.3% |
| Q4 2017 | $7,270,000 | +20.4% | 103,398 | +15.4% | 2.87% | -1.9% |
| Q3 2017 | $6,038,000 | +273.2% | 89,627 | +254.1% | 2.93% | +223.5% |
| Q2 2017 | $1,618,000 | +242.1% | 25,312 | +237.3% | 0.90% | +155.6% |
| Q1 2017 | $473,000 | – | 7,504 | – | 0.35% | – |
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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% |