SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 442 filers reported holding SCHWAB STRATEGIC TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $248,000 | +2.5% | 3,633 | -1.9% | 0.20% | -14.4% |
| Q2 2020 | $242,000 | -51.4% | 3,702 | -43.7% | 0.23% | -50.3% |
| Q4 2019 | $498,000 | +0.4% | 6,577 | -7.6% | 0.46% | -11.0% |
| Q3 2019 | $496,000 | -27.4% | 7,119 | -25.5% | 0.52% | -28.1% |
| Q2 2019 | $683,000 | -13.5% | 9,551 | -15.5% | 0.72% | -19.6% |
| Q1 2019 | $790,000 | +19.9% | 11,304 | +4.1% | 0.90% | +3.5% |
| Q4 2018 | $659,000 | -18.1% | 10,854 | +2.7% | 0.86% | +6.7% |
| Q3 2018 | $805,000 | +34.2% | 10,572 | +29.6% | 0.81% | +24.4% |
| Q2 2018 | $600,000 | +54.6% | 8,158 | +45.4% | 0.65% | +64.2% |
| Q1 2018 | $388,000 | – | 5,612 | – | 0.40% | – |
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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% |