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 | ||||
---|---|---|---|---|---|---|
Q4 2019 | $613,000 | -9.5% | 8,100 | -16.6% | 0.44% | -9.5% |
Q3 2019 | $677,000 | -3.0% | 9,712 | -0.5% | 0.49% | -6.2% |
Q2 2019 | $698,000 | +3.7% | 9,761 | +1.4% | 0.52% | +1.8% |
Q1 2019 | $673,000 | +30.2% | 9,628 | +13.0% | 0.51% | +17.3% |
Q4 2018 | $517,000 | +103.5% | 8,519 | +155.1% | 0.43% | +89.5% |
Q3 2018 | $254,000 | +4.1% | 3,340 | +0.5% | 0.23% | +2.7% |
Q2 2018 | $244,000 | +7.0% | 3,323 | +0.6% | 0.22% | +3.2% |
Q1 2018 | $228,000 | -0.9% | 3,303 | +0.0% | 0.22% | -1.8% |
Q4 2017 | $230,000 | – | 3,302 | – | 0.22% | – |
Download |
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% |