SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 60 filers reported holding SCHWAB STRATEGIC TR in Q4 2013. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2015 | $704,000 | -10.9% | 16,359 | -10.4% | 0.00% | -25.0% |
| Q1 2015 | $790,000 | -4.7% | 18,248 | -2.9% | 0.00% | +33.3% |
| Q4 2014 | $829,000 | +3.6% | 18,802 | +0.2% | 0.00% | 0.0% |
| Q3 2014 | $800,000 | -9.6% | 18,760 | -9.3% | 0.00% | -25.0% |
| Q2 2014 | $885,000 | +1.3% | 20,674 | -2.5% | 0.00% | 0.0% |
| Q1 2014 | $874,000 | +0.2% | 21,208 | -0.9% | 0.00% | +33.3% |
| Q4 2013 | $872,000 | -1.5% | 21,409 | -9.7% | 0.00% | 0.0% |
| Q3 2013 | $885,000 | – | 23,719 | – | 0.00% | – |
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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% |