SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 113 filers reported holding SCHWAB STRATEGIC TR in Q2 2015. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2019 | $3,654,000 | +6.3% | 66,751 | -4.3% | 0.57% | -3.1% |
| Q4 2018 | $3,439,000 | +85.0% | 69,779 | +110.5% | 0.59% | +123.5% |
| Q3 2018 | $1,859,000 | +6.0% | 33,157 | +0.5% | 0.26% | +2.7% |
| Q2 2018 | $1,753,000 | +8.9% | 33,002 | +8.4% | 0.26% | +8.4% |
| Q1 2018 | $1,609,000 | +30.9% | 30,444 | +35.4% | 0.24% | +33.9% |
| Q4 2017 | $1,229,000 | +12.1% | 22,478 | +6.3% | 0.18% | +9.9% |
| Q3 2017 | $1,096,000 | +3.9% | 21,149 | +0.6% | 0.16% | 0.0% |
| Q2 2017 | $1,055,000 | +2.1% | 21,013 | +1.0% | 0.16% | -1.2% |
| Q1 2017 | $1,033,000 | +5.7% | 20,799 | +2.4% | 0.16% | -1.2% |
| Q4 2016 | $977,000 | +6.7% | 20,315 | +1.0% | 0.16% | +7.1% |
| Q3 2016 | $916,000 | +15.5% | 20,115 | +13.5% | 0.15% | +11.6% |
| Q2 2016 | $793,000 | +15.4% | 17,716 | +11.3% | 0.14% | +7.0% |
| Q1 2016 | $687,000 | +5.5% | 15,912 | +3.7% | 0.13% | +1.6% |
| Q4 2015 | $651,000 | +8.9% | 15,337 | +2.2% | 0.13% | +7.6% |
| Q3 2015 | $598,000 | +9.7% | 15,010 | +18.5% | 0.12% | +13.5% |
| Q2 2015 | $545,000 | +2.4% | 12,668 | +3.0% | 0.10% | -2.8% |
| Q1 2015 | $532,000 | +25.2% | 12,299 | +27.7% | 0.11% | +16.3% |
| Q4 2014 | $425,000 | – | 9,630 | – | 0.09% | – |
Download | ||||||
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% |