SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 111 filers reported holding SCHWAB STRATEGIC TR in Q1 2015. The put-call ratio across all filers is - and the average weighting 0.7%.
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% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
APPLETON GROUP, LLC | 279,528 | $20,467,000 | 20.53% |
Avantax Planning Partners, Inc. | 5,561,497 | $407,213,000 | 16.75% |
RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 542,003 | $39,685,000 | 16.30% |
Mokosak Advisory Group, LLC | 537,662 | $39,358,000 | 15.10% |
Advisory Services & Investments, LLC | 287,055 | $21,018,000 | 13.44% |
Northern Capital Management, Inc. | 203,338 | $14,888,000 | 11.87% |
BALLAST ADVISORS LLC | 384,685 | $28,167,000 | 10.77% |
GenWealth Group, Inc. | 515,819 | $37,768,000 | 10.22% |
IVC Wealth Advisors LLC | 201,036 | $14,720,000 | 9.49% |
MATHER GROUP, LLC. | 6,430,919 | $470,871,000 | 9.22% |