SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 114 filers reported holding SCHWAB STRATEGIC TR in Q3 2015. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2016 | $6,505,000 | +6.8% | 145,243 | +3.1% | 1.07% | +67.5% |
| Q1 2016 | $6,088,000 | +12.7% | 140,938 | +10.7% | 0.64% | +11.1% |
| Q4 2015 | $5,403,000 | +24.1% | 127,309 | +16.5% | 0.58% | +16.8% |
| Q3 2015 | $4,353,000 | +13.2% | 109,310 | +22.4% | 0.49% | +21.1% |
| Q2 2015 | $3,844,000 | +239.0% | 89,328 | +240.9% | 0.41% | +233.6% |
| Q1 2015 | $1,134,000 | – | 26,206 | – | 0.12% | – |
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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% |