SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 288 filers reported holding SCHWAB STRATEGIC TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $5,774,000 | -4.8% | 110,635 | -8.6% | 0.19% | -13.4% |
| Q2 2020 | $6,065,000 | +9.3% | 121,039 | -3.4% | 0.22% | -6.3% |
| Q1 2020 | $5,548,000 | -20.2% | 125,327 | +8.4% | 0.24% | +1.7% |
| Q4 2019 | $6,951,000 | +7.4% | 115,653 | +1.4% | 0.24% | +2.2% |
| Q3 2019 | $6,475,000 | -3.0% | 114,050 | -4.1% | 0.23% | -0.4% |
| Q2 2019 | $6,677,000 | +0.1% | 118,935 | -2.2% | 0.23% | +0.9% |
| Q1 2019 | $6,668,000 | +16.7% | 121,635 | +4.9% | 0.23% | +1.3% |
| Q4 2018 | $5,716,000 | +2.4% | 115,920 | +16.3% | 0.23% | +18.3% |
| Q3 2018 | $5,583,000 | +3.8% | 99,686 | -1.8% | 0.19% | -5.9% |
| Q2 2018 | $5,381,000 | +4661.9% | 101,464 | +4808.8% | 0.20% | +4975.0% |
| Q4 2017 | $113,000 | -57.8% | 2,067 | -60.4% | 0.00% | -66.7% |
| Q3 2017 | $268,000 | -50.0% | 5,217 | -50.9% | 0.01% | -50.0% |
| Q2 2017 | $536,000 | +137.2% | 10,620 | +125.8% | 0.02% | +118.2% |
| Q4 2016 | $226,000 | – | 4,703 | – | 0.01% | – |
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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% |