SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 362 filers reported holding SCHWAB STRATEGIC TR in Q3 2017. The put-call ratio across all filers is 0.83 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $3,852,000 | -3.3% | 38,481 | +0.6% | 0.22% | -4.7% |
| Q2 2021 | $3,985,000 | -5.1% | 38,250 | -9.3% | 0.24% | -10.6% |
| Q1 2021 | $4,201,000 | -4.0% | 42,151 | -14.3% | 0.26% | -6.1% |
| Q4 2020 | $4,375,000 | -3.3% | 49,157 | -25.8% | 0.28% | -17.2% |
| Q3 2020 | $4,524,000 | -8.4% | 66,211 | -12.4% | 0.34% | -12.4% |
| Q2 2020 | $4,937,000 | +46.1% | 75,556 | +15.2% | 0.39% | +17.0% |
| Q1 2020 | $3,380,000 | -24.1% | 65,602 | +11.4% | 0.33% | -14.5% |
| Q4 2019 | $4,454,000 | +6.3% | 58,888 | -2.0% | 0.39% | +2.4% |
| Q3 2019 | $4,189,000 | -1.7% | 60,073 | +0.8% | 0.38% | -6.9% |
| Q2 2019 | $4,261,000 | -2.6% | 59,607 | -4.7% | 0.40% | -5.8% |
| Q1 2019 | $4,375,000 | +14.8% | 62,568 | -0.3% | 0.43% | +2.9% |
| Q4 2018 | $3,810,000 | -30.4% | 62,785 | -12.6% | 0.42% | -19.5% |
| Q3 2018 | $5,473,000 | -73.3% | 71,849 | -74.3% | 0.52% | -74.8% |
| Q2 2018 | $20,530,000 | +3.7% | 279,054 | -2.6% | 2.06% | -1.9% |
| Q1 2018 | $19,803,000 | +0.5% | 286,456 | +1.4% | 2.10% | +4.2% |
| Q4 2017 | $19,700,000 | +10.7% | 282,474 | +6.9% | 2.02% | +1.7% |
| Q3 2017 | $17,796,000 | – | 264,158 | – | 1.98% | – |
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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% |