SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 132 filers reported holding SCHWAB STRATEGIC TR in Q4 2015. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $2,352,000 | +10.5% | 46,929 | -2.4% | 0.10% | +1.0% |
| Q1 2020 | $2,129,000 | -41.3% | 48,099 | -20.3% | 0.10% | -19.8% |
| Q4 2019 | $3,629,000 | +1.9% | 60,366 | -3.9% | 0.12% | -1.6% |
| Q3 2019 | $3,563,000 | +0.7% | 62,809 | -0.3% | 0.12% | +10.8% |
| Q2 2019 | $3,537,000 | -5.3% | 63,004 | -7.6% | 0.11% | -6.7% |
| Q1 2019 | $3,734,000 | +6.4% | 68,220 | -4.2% | 0.12% | -3.3% |
| Q4 2018 | $3,509,000 | -12.7% | 71,191 | -0.7% | 0.12% | -1.6% |
| Q3 2018 | $4,020,000 | +5.7% | 71,691 | +0.2% | 0.12% | +3.3% |
| Q2 2018 | $3,802,000 | -4.1% | 71,571 | -4.6% | 0.12% | -5.5% |
| Q1 2018 | $3,966,000 | -0.4% | 75,059 | +3.1% | 0.13% | -3.0% |
| Q4 2017 | $3,980,000 | +7.4% | 72,797 | +1.8% | 0.13% | 0.0% |
| Q3 2017 | $3,707,000 | +24.4% | 71,536 | +20.5% | 0.13% | +16.8% |
| Q2 2017 | $2,979,000 | +2.3% | 59,349 | +1.2% | 0.11% | -5.0% |
| Q1 2017 | $2,913,000 | +6.0% | 58,632 | +2.7% | 0.12% | +2.6% |
| Q4 2016 | $2,747,000 | +10.8% | 57,114 | +4.9% | 0.12% | +11.5% |
| Q3 2016 | $2,480,000 | +0.8% | 54,425 | -0.9% | 0.10% | -1.0% |
| Q2 2016 | $2,460,000 | +51.4% | 54,912 | +46.0% | 0.10% | +50.0% |
| Q1 2016 | $1,625,000 | -5.4% | 37,610 | -7.0% | 0.07% | -5.4% |
| Q4 2015 | $1,717,000 | +104.9% | 40,459 | +92.2% | 0.07% | +100.0% |
| Q3 2015 | $838,000 | -3.6% | 21,054 | +4.3% | 0.04% | +8.8% |
| Q2 2015 | $869,000 | +0.5% | 20,191 | +1.1% | 0.03% | +3.0% |
| Q1 2015 | $865,000 | -3.1% | 19,981 | -1.3% | 0.03% | -2.9% |
| Q4 2014 | $893,000 | +13.9% | 20,252 | +10.1% | 0.03% | +13.3% |
| Q3 2014 | $784,000 | +0.6% | 18,389 | +1.1% | 0.03% | +3.4% |
| Q2 2014 | $779,000 | +13.6% | 18,191 | +9.3% | 0.03% | +11.5% |
| Q1 2014 | $686,000 | +7.9% | 16,642 | +6.5% | 0.03% | +4.0% |
| Q4 2013 | $636,000 | +15.2% | 15,624 | +5.6% | 0.02% | +13.6% |
| Q3 2013 | $552,000 | +11.1% | 14,792 | +7.8% | 0.02% | +4.8% |
| Q2 2013 | $497,000 | – | 13,721 | – | 0.02% | – |
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% |