REILLY FINANCIAL ADVISORS, LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 414 filers reported holding SCHWAB STRATEGIC TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 1.2%.

Quarter-by-quarter ownership
REILLY FINANCIAL ADVISORS, LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q4 2021$4,622,000
+5.1%
63,125
-3.1%
0.34%
-8.3%
Q3 2021$4,396,000
+2.6%
65,143
+3.9%
0.37%
+7.8%
Q2 2021$4,286,000
+4.4%
62,692
-0.3%
0.35%
-4.1%
Q1 2021$4,106,000
+7.9%
62,897
-1.6%
0.36%
+1.4%
Q4 2020$3,806,000
+14.3%
63,931
+0.2%
0.36%
+0.3%
Q3 2020$3,329,000
-3.9%
63,779
-7.7%
0.36%
-13.0%
Q2 2020$3,463,000
+17.4%
69,116
+3.7%
0.41%
-4.2%
Q1 2020$2,951,000
-31.1%
66,661
-6.4%
0.43%
-12.3%
Q4 2019$4,284,000
+6.1%
71,251
+0.1%
0.49%
-1.8%
Q3 2019$4,039,000
+1.4%
71,200
+0.3%
0.50%
-0.6%
Q2 2019$3,985,000
+8.1%
70,979
+5.4%
0.50%
+4.2%
Q1 2019$3,687,000
+52.7%
67,357
+37.5%
0.48%
+36.1%
Q4 2018$2,415,000
+2.4%
49,003
+16.5%
0.35%
+12.5%
Q3 2018$2,359,000
+39.7%
42,072
+32.3%
0.31%
+30.4%
Q2 2018$1,689,000
+8.7%
31,791
+8.1%
0.24%
+10.6%
Q1 2018$1,554,000
+11.6%
29,417
+15.5%
0.22%
+9.6%
Q4 2017$1,392,000
+53.8%
25,460
+45.8%
0.20%
+45.6%
Q3 2017$905,000
+9.0%
17,461
+5.6%
0.14%
+7.1%
Q2 2017$830,000
+10.1%
16,531
+8.9%
0.13%
+5.0%
Q1 2017$754,000
+12.4%
15,185
+8.8%
0.12%
+4.3%
Q4 2016$671,000
+14.5%
13,958
+8.6%
0.12%
+11.5%
Q3 2016$586,000
-1.0%
12,853
-2.7%
0.10%
-4.6%
Q2 2016$592,000
+6.9%
13,215
+3.1%
0.11%
+14.7%
Q1 2016$554,000
+39.9%
12,821
+37.3%
0.10%
+35.7%
Q4 2015$396,000
+45.6%
9,339
+36.9%
0.07%
+42.9%
Q3 2015$272,000
-5.2%
6,820
+2.2%
0.05%0.0%
Q2 2015$287,0006,6720.05%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q2 2019
NameSharesValueWeighting ↓
APPLETON GROUP, LLC 139,476$8,161,00023.30%
Mokosak Advisory Group, LLC 738,601$43,212,00021.28%
Northern Capital Management, Inc. 298,990$17,494,00017.90%
RAINEY & RANDALL INVESTMENT MANAGEMENT INC. 727,232$42,550,00016.44%
Avantax Planning Partners, Inc. 5,166,392$302,286,00013.62%
BALLAST ADVISORS LLC 414,901$24,276,00011.35%
Gemmer Asset Management LLC 1,002,985$58,685,0009.78%
MATHER GROUP, LLC. 7,160,541$418,964,0009.02%
GenWealth Group, Inc. 450,989$26,387,0008.94%
IVC Wealth Advisors LLC 189,393$11,081,0008.92%
View complete list of SCHWAB STRATEGIC TR shareholders