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 | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $1,001,000 | 0.0% | 22,616 | 0.0% | 0.28% | 0.0% |
| Q1 2020 | $1,001,000 | -28.1% | 22,616 | -2.4% | 0.28% | +6.0% |
| Q4 2019 | $1,392,000 | +6.9% | 23,161 | +0.9% | 0.27% | +0.8% |
| Q3 2019 | $1,302,000 | +4.2% | 22,949 | +0.7% | 0.26% | -7.4% |
| Q2 2019 | $1,250,000 | +4.3% | 22,793 | +3.2% | 0.28% | -1.0% |
| Q1 2019 | $1,199,000 | -1.1% | 22,084 | -3.1% | 0.29% | -25.0% |
| Q4 2018 | $1,212,000 | -6.1% | 22,782 | -1.0% | 0.38% | +34.7% |
| Q3 2018 | $1,291,000 | +4.4% | 23,017 | -1.2% | 0.28% | 0.0% |
| Q2 2018 | $1,237,000 | +3.2% | 23,295 | +2.7% | 0.28% | -5.0% |
| Q1 2018 | $1,199,000 | -13.3% | 22,684 | -10.3% | 0.30% | -26.5% |
| Q4 2017 | $1,383,000 | +11.4% | 25,297 | +5.6% | 0.41% | -4.7% |
| Q3 2017 | $1,241,000 | -6.7% | 23,955 | -9.6% | 0.43% | -2.7% |
| Q2 2017 | $1,330,000 | +2.5% | 26,489 | +1.4% | 0.44% | +1.1% |
| Q1 2017 | $1,298,000 | -11.2% | 26,122 | -14.0% | 0.44% | -8.6% |
| Q4 2016 | $1,461,000 | – | 30,382 | – | 0.48% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Mokosak Advisory Group, LLC | 737,510 | $46,031,000 | 21.97% |
| Northern Capital Management, Inc. | 295,778 | $18,462,000 | 17.97% |
| RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 643,350 | $40,158,000 | 15.76% |
| Avantax Planning Partners, Inc. | 5,043,942 | $314,843,000 | 13.45% |
| BALLAST ADVISORS LLC | 402,718 | $25,138,000 | 11.30% |
| GenWealth Group, Inc. | 489,488 | $30,554,000 | 9.77% |
| MATHER GROUP, LLC. | 6,813,154 | $425,277,000 | 9.71% |
| Gemmer Asset Management LLC | 988,564 | $61,706,000 | 9.65% |
| IVC Wealth Advisors LLC | 190,915 | $11,917,000 | 9.22% |
| MARSHALL FINANCIAL GROUP INC /ADV | 315,297 | $19,681,000 | 8.94% |