SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 508 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 | ||||
---|---|---|---|---|---|---|
Q3 2018 | $18,756,000 | +417.3% | 246,235 | +399.7% | 1.43% | +401.4% |
Q2 2018 | $3,626,000 | +5.3% | 49,280 | -1.0% | 0.28% | +1.8% |
Q1 2018 | $3,443,000 | +93.6% | 49,800 | +95.3% | 0.28% | +81.8% |
Q4 2017 | $1,778,000 | +161.5% | 25,500 | +105.6% | 0.15% | -10.5% |
Q2 2014 | $680,000 | +2.3% | 12,400 | 0.0% | 0.17% | -33.6% |
Q1 2014 | $665,000 | +2.2% | 12,400 | 0.0% | 0.26% | +16.7% |
Q4 2013 | $651,000 | – | 12,400 | – | 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% |