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 | 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% |