SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 399 filers reported holding SCHWAB STRATEGIC TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2020 | $267,000 | -42.1% | 6,033 | -21.2% | 0.01% | -30.8% |
Q4 2019 | $461,000 | +2.4% | 7,660 | -3.4% | 0.01% | 0.0% |
Q3 2019 | $450,000 | -0.2% | 7,928 | -1.2% | 0.01% | +8.3% |
Q2 2019 | $451,000 | +7.4% | 8,025 | +4.7% | 0.01% | -7.7% |
Q1 2019 | $420,000 | +1348.3% | 7,667 | +1228.8% | 0.01% | +1200.0% |
Q2 2017 | $29,000 | 0.0% | 577 | 0.0% | 0.00% | 0.0% |
Q1 2017 | $29,000 | +3.6% | 577 | 0.0% | 0.00% | 0.0% |
Q4 2016 | $28,000 | +7.7% | 577 | 0.0% | 0.00% | 0.0% |
Q3 2016 | $26,000 | +73.3% | 577 | +76.5% | 0.00% | 0.0% |
Q2 2016 | $15,000 | +7.1% | 327 | 0.0% | 0.00% | 0.0% |
Q1 2016 | $14,000 | – | 327 | – | 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% |