SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 308 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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Mokosak Advisory Group, LLC | 884,548 | $65,527,540 | 21.66% |
| Northern Capital Management, Inc. | 400,547 | $29,672,490 | 19.80% |
| HRC WEALTH MANAGEMENT, LLC | 389,917 | $28,885,076 | 19.78% |
| RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 907,154 | $67,600,050 | 15.94% |
| Financial Advisors, LLC | 899,034 | $66,600,448 | 13.62% |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. | 522,226 | $38,686,538 | 13.17% |
| Dodds Wealth, LLC | 444,887 | $32,935,006 | 12.86% |
| Gemmer Asset Management LLC | 1,337,883 | $99,110,365 | 10.60% |
| MATHER GROUP, LLC. | 11,127,954 | $845,501,977 | 10.41% |
| Avantax Planning Partners, Inc. | 4,020,474 | $297,836,747 | 9.57% |