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 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 | 799,353 | $51,526,267 | 20.95% |
| Northern Capital Management, Inc. | 327,595 | $21,116,765 | 19.72% |
| RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 855,582 | $55,150,811 | 15.93% |
| Financial Advisors, LLC | 882,369 | $56,877,506 | 14.08% |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. | 452,456 | $29,165,336 | 11.73% |
| Avantax Planning Partners, Inc. | 4,281,644 | $275,994,775 | 11.54% |
| MATHER GROUP, LLC. | 9,862,059 | $635,708,297 | 11.28% |
| Gemmer Asset Management LLC | 1,251,115 | $80,646,889 | 10.88% |
| BALLAST ADVISORS LLC | 365,349 | $23,550,378 | 9.39% |
| GenWealth Group, Inc. | 422,363 | $27,225,530 | 8.26% |