SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 217 filers reported holding SCHWAB STRATEGIC TR in Q3 2015. The put-call ratio across all filers is 0.18 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2018 | $2,920,000 | -2.4% | 42,233 | -1.5% | 0.15% | +3.4% |
| Q4 2017 | $2,991,000 | +3.0% | 42,886 | -0.5% | 0.15% | +4.9% |
| Q3 2017 | $2,903,000 | +6.1% | 43,086 | +0.6% | 0.14% | +17.4% |
| Q2 2017 | $2,737,000 | +1.5% | 42,831 | 0.0% | 0.12% | +0.8% |
| Q1 2017 | $2,697,000 | -1.7% | 42,831 | -4.0% | 0.12% | +3.4% |
| Q4 2016 | $2,744,000 | +4.8% | 44,631 | -1.9% | 0.12% | +0.9% |
| Q3 2016 | $2,619,000 | +11.0% | 45,509 | +4.2% | 0.12% | +8.5% |
| Q2 2016 | $2,359,000 | +8.4% | 43,659 | +4.4% | 0.11% | +10.4% |
| Q1 2016 | $2,176,000 | +43.5% | 41,813 | +43.7% | 0.10% | +41.2% |
| Q4 2015 | $1,516,000 | +3.1% | 29,100 | +0.5% | 0.07% | +6.2% |
| Q3 2015 | $1,470,000 | -3.1% | 28,950 | +9.7% | 0.06% | +14.3% |
| Q2 2015 | $1,517,000 | +13.6% | 26,400 | +13.9% | 0.06% | +27.3% |
| Q1 2015 | $1,335,000 | – | 23,180 | – | 0.04% | – |
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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% |