SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 153 filers reported holding SCHWAB STRATEGIC TR in Q2 2016. The put-call ratio across all filers is 0.23 and the average weighting 0.9%.
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 ↓ |
|---|---|---|---|
| Mokosak Advisory Group, LLC | 737,510 | $46,031,000 | 21.97% |
| Northern Capital Management, Inc. | 295,778 | $18,462,000 | 17.97% |
| RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 643,350 | $40,158,000 | 15.76% |
| Avantax Planning Partners, Inc. | 5,043,942 | $314,843,000 | 13.45% |
| BALLAST ADVISORS LLC | 402,718 | $25,138,000 | 11.30% |
| GenWealth Group, Inc. | 489,488 | $30,554,000 | 9.77% |
| MATHER GROUP, LLC. | 6,813,154 | $425,277,000 | 9.71% |
| Gemmer Asset Management LLC | 988,564 | $61,706,000 | 9.65% |
| IVC Wealth Advisors LLC | 190,915 | $11,917,000 | 9.22% |
| MARSHALL FINANCIAL GROUP INC /ADV | 315,297 | $19,681,000 | 8.94% |