SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 113 filers reported holding SCHWAB STRATEGIC TR in Q2 2015. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2017 | $87,000 | -39.6% | 1,574 | -43.3% | 0.04% | -42.1% |
| Q3 2017 | $144,000 | +32.1% | 2,774 | +27.6% | 0.08% | +26.7% |
| Q2 2017 | $109,000 | +23.9% | 2,174 | +22.5% | 0.06% | +20.0% |
| Q1 2017 | $88,000 | +3.5% | 1,774 | 0.0% | 0.05% | -3.8% |
| Q4 2016 | $85,000 | +4.9% | 1,774 | 0.0% | 0.05% | +2.0% |
| Q3 2016 | $81,000 | +55.8% | 1,774 | +53.7% | 0.05% | +50.0% |
| Q2 2016 | $52,000 | +8.3% | 1,154 | +4.5% | 0.03% | +3.0% |
| Q1 2016 | $48,000 | -87.3% | 1,104 | -87.6% | 0.03% | -87.0% |
| Q4 2015 | $377,000 | +1.6% | 8,879 | -4.8% | 0.25% | -8.7% |
| Q3 2015 | $371,000 | -32.1% | 9,329 | -26.4% | 0.28% | -25.9% |
| Q2 2015 | $546,000 | +0.6% | 12,679 | +1.0% | 0.37% | -1.8% |
| Q1 2015 | $543,000 | -17.9% | 12,554 | -16.3% | 0.38% | -21.6% |
| Q4 2014 | $661,000 | +3.4% | 14,994 | +0.1% | 0.49% | +2.3% |
| Q3 2014 | $639,000 | -1.5% | 14,974 | -1.3% | 0.48% | +1.1% |
| Q2 2014 | $649,000 | – | 15,174 | – | 0.47% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Mokosak Advisory Group, LLC | 743,504 | $48,758,508 | 20.77% |
| Northern Capital Management, Inc. | 306,160 | $20,077,943 | 17.20% |
| RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 796,611 | $52,241,758 | 16.76% |
| Financial Advisors, LLC | 866,550 | $56,828,372 | 14.39% |
| Avantax Planning Partners, Inc. | 4,285,341 | $281,032,682 | 11.41% |
| Gemmer Asset Management LLC | 1,178,987 | $77,317,980 | 11.31% |
| BALLAST ADVISORS LLC | 410,474 | $26,918,865 | 10.74% |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. | 436,630 | $28,634,215 | 10.71% |
| MATHER GROUP, LLC. | 8,592,533 | $563,498,309 | 10.01% |
| IVC Wealth Advisors LLC | 186,278 | $12,216,130 | 8.66% |