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 | ||||
|---|---|---|---|---|---|---|
| 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. | 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% |