SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 510 filers reported holding SCHWAB STRATEGIC TR in Q3 2018. The put-call ratio across all filers is 0.92 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2018 | $958,000 | -35.7% | 15,786 | -19.3% | 0.18% | -26.3% |
| Q3 2018 | $1,490,000 | +12.6% | 19,558 | +8.8% | 0.24% | +5.7% |
| Q2 2018 | $1,323,000 | +17.6% | 17,977 | +10.4% | 0.23% | -19.3% |
| Q1 2018 | $1,125,000 | +15.1% | 16,277 | +16.1% | 0.28% | +25.0% |
| Q4 2017 | $977,000 | +66.7% | 14,014 | +61.0% | 0.23% | +54.1% |
| Q3 2017 | $586,000 | – | 8,702 | – | 0.15% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Filbrandt Wealth Management, LLC | 374,051 | $24,441,000 | 19.47% |
| RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 170,384 | $11,133,000 | 12.93% |
| Strategic Financial Planning, Inc. | 167,381 | $10,937,000 | 12.18% |
| MONEYWISE, INC. | 213,638 | $13,959,000 | 11.18% |
| APPLETON GROUP, LLC | 138,536 | $9,052,000 | 10.90% |
| Marcum Wealth, LLC | 474,002 | $30,971,000 | 9.53% |
| Financial Advisors, LLC | 244,345 | $15,965,000 | 8.90% |
| Mokosak Advisory Group, LLC | 202,751 | $13,254,000 | 8.09% |
| MARSHALL FINANCIAL GROUP INC /ADV | 157,711 | $10,305,000 | 6.84% |
| Charles Schwab Investment Advisory, Inc. | 40,688,542 | $2,658,589,000 | 6.70% |