SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 60 filers reported holding SCHWAB STRATEGIC TR in Q4 2013. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2016 | $66,000 | +6.5% | 1,368 | +0.1% | 0.00% | 0.0% |
| Q3 2016 | $62,000 | +10.7% | 1,367 | +10.2% | 0.00% | 0.0% |
| Q2 2016 | $56,000 | -34.1% | 1,240 | -36.9% | 0.00% | -50.0% |
| Q1 2016 | $85,000 | +51.8% | 1,964 | +48.3% | 0.00% | +33.3% |
| Q4 2015 | $56,000 | -50.9% | 1,324 | -49.6% | 0.00% | -62.5% |
| Q1 2015 | $114,000 | -0.9% | 2,628 | +0.6% | 0.01% | -33.3% |
| Q4 2014 | $115,000 | +13.9% | 2,612 | +9.8% | 0.01% | 0.0% |
| Q3 2014 | $101,000 | +13.5% | 2,379 | +14.9% | 0.01% | 0.0% |
| Q2 2014 | $89,000 | -33.6% | 2,071 | -36.2% | 0.01% | +20.0% |
| Q1 2014 | $134,000 | +17.5% | 3,246 | +16.1% | 0.01% | -41.2% |
| Q4 2013 | $114,000 | +159.1% | 2,795 | +138.5% | 0.02% | +112.5% |
| Q3 2013 | $44,000 | +633.3% | 1,172 | +581.4% | 0.01% | +700.0% |
| Q2 2013 | $6,000 | – | 172 | – | 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% |