SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 377 filers reported holding SCHWAB STRATEGIC TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2019 | $12,651,000 | -1.7% | 222,997 | -2.7% | 13.62% | +1.4% |
| Q2 2019 | $12,865,000 | +1.8% | 229,166 | -0.7% | 13.43% | +2.9% |
| Q1 2019 | $12,638,000 | +77.0% | 230,873 | +59.4% | 13.05% | +46.3% |
| Q4 2018 | $7,141,000 | -1.7% | 144,873 | -4.1% | 8.92% | +4.0% |
| Q4 2016 | $7,261,000 | +5.0% | 150,995 | -0.5% | 8.57% | +8.4% |
| Q3 2016 | $6,914,000 | -2.0% | 151,756 | -3.7% | 7.90% | -2.4% |
| Q2 2016 | $7,058,000 | +2.9% | 157,573 | -0.8% | 8.10% | -0.0% |
| Q1 2016 | $6,859,000 | +17.2% | 158,782 | +15.1% | 8.10% | +21.2% |
| Q4 2015 | $5,853,000 | +0.5% | 137,903 | -5.8% | 6.68% | +2.1% |
| Q3 2015 | $5,826,000 | -9.1% | 146,319 | -1.7% | 6.55% | +2.2% |
| Q2 2015 | $6,407,000 | -0.7% | 148,901 | -0.1% | 6.41% | -0.2% |
| Q1 2015 | $6,449,000 | -2.9% | 149,036 | -1.0% | 6.42% | -3.6% |
| Q4 2014 | $6,640,000 | – | 150,574 | – | 6.67% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| APPLETON GROUP, LLC | 139,476 | $8,161,000 | 23.30% |
| Mokosak Advisory Group, LLC | 738,601 | $43,212,000 | 21.28% |
| Northern Capital Management, Inc. | 298,990 | $17,494,000 | 17.90% |
| RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 727,232 | $42,550,000 | 16.44% |
| Avantax Planning Partners, Inc. | 5,166,392 | $302,286,000 | 13.62% |
| BALLAST ADVISORS LLC | 414,901 | $24,276,000 | 11.35% |
| Gemmer Asset Management LLC | 1,002,985 | $58,685,000 | 9.78% |
| MATHER GROUP, LLC. | 7,160,541 | $418,964,000 | 9.02% |
| GenWealth Group, Inc. | 450,989 | $26,387,000 | 8.94% |
| IVC Wealth Advisors LLC | 189,393 | $11,081,000 | 8.92% |