SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 436 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $3,014,308 | -1.6% | 63,526 | +2.1% | 0.11% | -8.9% |
| Q1 2024 | $3,063,423 | +46.9% | 62,214 | +40.9% | 0.12% | +32.3% |
| Q4 2023 | $2,085,286 | +15.0% | 44,142 | +0.8% | 0.09% | +1.1% |
| Q3 2023 | $1,813,623 | -5.1% | 43,786 | +0.4% | 0.09% | -8.0% |
| Q2 2023 | $1,910,687 | +4.7% | 43,623 | +0.2% | 0.10% | -3.8% |
| Q1 2023 | $1,824,952 | +1.5% | 43,524 | -1.9% | 0.10% | -8.0% |
| Q4 2022 | $1,797,311 | +3.6% | 44,367 | -3.4% | 0.11% | -14.4% |
| Q3 2022 | $1,735,000 | +599.6% | 45,909 | +1259.5% | 0.13% | +109.5% |
| Q2 2018 | $248,000 | +249.3% | 3,377 | +221.9% | 0.06% | +231.6% |
| Q1 2018 | $71,000 | -4.1% | 1,049 | 0.0% | 0.02% | -5.0% |
| Q4 2017 | $74,000 | +4.2% | 1,049 | 0.0% | 0.02% | -33.3% |
| Q3 2017 | $71,000 | +6.0% | 1,049 | +383.4% | 0.03% | -6.2% |
| Q2 2017 | $67,000 | +219.0% | 217 | -42.4% | 0.03% | +128.6% |
| Q1 2017 | $21,000 | – | 377 | +9325.0% | 0.01% | – |
| Q4 2016 | $0 | – | 4 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Strategic Financial Planning, Inc. | 301,624 | $12,647,105 | 11.56% |
| MONEYWISE, INC. | 418,944 | $17,566,336 | 11.36% |
| Financial Advisors, LLC | 934,943 | $39,202,142 | 9.93% |
| RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 712,588 | $29,878,802 | 9.58% |
| FIDELIS iM, LLC | 368,904 | $15,468,149 | 9.23% |
| Mokosak Advisory Group, LLC | 470,550 | $19,731,715 | 8.41% |
| Ascension Capital Advisors, Inc. | 241,825 | $10,139,725 | 7.83% |
| MERIDIAN MANAGEMENT CO | 508,516 | $21,322,076 | 6.99% |
| Marcum Wealth, LLC | 1,271,131 | $53,298,536 | 6.65% |
| Waterford Advisors, LLC | 291,287 | $12,214 | 6.61% |