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 | ||||
|---|---|---|---|---|---|---|
| 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 | 884,548 | $65,527,540 | 21.66% |
| Northern Capital Management, Inc. | 400,547 | $29,672,490 | 19.80% |
| HRC WEALTH MANAGEMENT, LLC | 389,917 | $28,885,076 | 19.78% |
| RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 907,154 | $67,600,050 | 15.94% |
| Financial Advisors, LLC | 899,034 | $66,600,448 | 13.62% |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. | 522,226 | $38,686,538 | 13.17% |
| Dodds Wealth, LLC | 444,887 | $32,935,006 | 12.86% |
| Gemmer Asset Management LLC | 1,337,883 | $99,110,365 | 10.60% |
| MATHER GROUP, LLC. | 11,127,954 | $845,501,977 | 10.41% |
| Avantax Planning Partners, Inc. | 4,020,474 | $297,836,747 | 9.57% |