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 ↓ |
|---|---|---|---|
| Mokosak Advisory Group, LLC | 743,504 | $48,758,508 | 20.77% |
| Northern Capital Management, Inc. | 306,160 | $20,077,943 | 17.20% |
| RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 796,611 | $52,241,758 | 16.76% |
| Financial Advisors, LLC | 866,550 | $56,828,372 | 14.39% |
| Avantax Planning Partners, Inc. | 4,285,341 | $281,032,682 | 11.41% |
| Gemmer Asset Management LLC | 1,178,987 | $77,317,980 | 11.31% |
| BALLAST ADVISORS LLC | 410,474 | $26,918,865 | 10.74% |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. | 436,630 | $28,634,215 | 10.71% |
| MATHER GROUP, LLC. | 8,592,533 | $563,498,309 | 10.01% |
| IVC Wealth Advisors LLC | 186,278 | $12,216,130 | 8.66% |