SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 114 filers reported holding SCHWAB STRATEGIC TR in Q3 2015. The put-call ratio across all filers is - and the average weighting 0.9%.
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 | 139,476 | $8,161,000 | 23.30% |
| Mokosak Advisory Group, LLC | 738,601 | $43,212,000 | 21.28% |
| Northern Capital Management, Inc. | 298,990 | $17,494,000 | 17.90% |
| RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 727,232 | $42,550,000 | 16.44% |
| Avantax Planning Partners, Inc. | 5,166,392 | $302,286,000 | 13.62% |
| BALLAST ADVISORS LLC | 414,901 | $24,276,000 | 11.35% |
| Gemmer Asset Management LLC | 1,002,985 | $58,685,000 | 9.78% |
| MATHER GROUP, LLC. | 7,160,541 | $418,964,000 | 9.02% |
| GenWealth Group, Inc. | 450,989 | $26,387,000 | 8.94% |
| IVC Wealth Advisors LLC | 189,393 | $11,081,000 | 8.92% |