SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 307 filers reported holding SCHWAB STRATEGIC TR in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $629,000 | +27.6% | 12,551 | +12.6% | 0.30% | +31.7% |
| Q1 2020 | $493,000 | -46.1% | 11,146 | -26.7% | 0.22% | -11.5% |
| Q4 2019 | $914,000 | +23.5% | 15,197 | +16.5% | 0.25% | +84.7% |
| Q3 2019 | $740,000 | +3.5% | 13,050 | +2.5% | 0.14% | +7.9% |
| Q2 2019 | $715,000 | +2.9% | 12,732 | +0.2% | 0.13% | +5.0% |
| Q1 2019 | $695,000 | +25.5% | 12,702 | +12.9% | 0.12% | +7.1% |
| Q4 2018 | $554,000 | -19.5% | 11,247 | -8.4% | 0.11% | -24.2% |
| Q3 2018 | $688,000 | +5.2% | 12,273 | -0.4% | 0.15% | +0.7% |
| Q2 2018 | $654,000 | – | 12,317 | – | 0.15% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| APPLETON GROUP, LLC | 279,528 | $20,467,000 | 20.53% |
| Avantax Planning Partners, Inc. | 5,561,497 | $407,213,000 | 16.75% |
| RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 542,003 | $39,685,000 | 16.30% |
| Mokosak Advisory Group, LLC | 537,662 | $39,358,000 | 15.10% |
| Advisory Services & Investments, LLC | 287,055 | $21,018,000 | 13.44% |
| Northern Capital Management, Inc. | 203,338 | $14,888,000 | 11.87% |
| BALLAST ADVISORS LLC | 384,685 | $28,167,000 | 10.77% |
| GenWealth Group, Inc. | 515,819 | $37,768,000 | 10.22% |
| IVC Wealth Advisors LLC | 201,036 | $14,720,000 | 9.49% |
| MATHER GROUP, LLC. | 6,430,919 | $470,871,000 | 9.22% |