SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 307 filers reported holding SCHWAB STRATEGIC TR in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2018 | $210,000 | -12.5% | 3,749 | -14.6% | 0.01% | -18.2% |
| Q4 2017 | $240,000 | -3.2% | 4,389 | -8.4% | 0.01% | -8.3% |
| Q3 2017 | $248,000 | +2.9% | 4,793 | 0.0% | 0.01% | 0.0% |
| Q2 2017 | $241,000 | +1.3% | 4,793 | 0.0% | 0.01% | 0.0% |
| Q1 2017 | $238,000 | -29.8% | 4,793 | -32.0% | 0.01% | -33.3% |
| Q4 2016 | $339,000 | +11.9% | 7,045 | +6.1% | 0.02% | +12.5% |
| Q3 2016 | $303,000 | +2.0% | 6,641 | 0.0% | 0.02% | 0.0% |
| Q2 2016 | $297,000 | -4.5% | 6,641 | -7.8% | 0.02% | -11.1% |
| Q1 2016 | $311,000 | +23.9% | 7,204 | +21.6% | 0.02% | +20.0% |
| Q4 2015 | $251,000 | +6.4% | 5,924 | 0.0% | 0.02% | 0.0% |
| Q3 2015 | $236,000 | -23.1% | 5,924 | -16.9% | 0.02% | -16.7% |
| Q2 2015 | $307,000 | -8.6% | 7,128 | -6.4% | 0.02% | -5.3% |
| Q4 2014 | $336,000 | – | 7,613 | – | 0.02% | – |
Download | ||||||
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% |