SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 106 filers reported holding SCHWAB STRATEGIC TR in Q4 2014. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2016 | $2,506,000 | +1.5% | 55,940 | -2.2% | 0.77% | -0.9% |
| Q1 2016 | $2,470,000 | +779.0% | 57,180 | +775.0% | 0.78% | +815.3% |
| Q2 2015 | $281,000 | -37.8% | 6,535 | -37.5% | 0.08% | -34.1% |
| Q1 2015 | $452,000 | -11.2% | 10,455 | -9.4% | 0.13% | -12.2% |
| Q4 2014 | $509,000 | -1.4% | 11,545 | -4.5% | 0.15% | -7.0% |
| Q3 2014 | $516,000 | +3.4% | 12,095 | +3.8% | 0.16% | +1.9% |
| Q2 2014 | $499,000 | -22.8% | 11,655 | -25.6% | 0.16% | -25.5% |
| Q1 2014 | $646,000 | – | 15,670 | – | 0.21% | – |
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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% |