SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 180 filers reported holding SCHWAB STRATEGIC TR in Q4 2016. The put-call ratio across all filers is 0.76 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2018 | $4,328,000 | +7.1% | 81,493 | +6.6% | 0.39% | +1.8% |
| Q1 2018 | $4,040,000 | +22.4% | 76,467 | +26.7% | 0.38% | +17.3% |
| Q4 2017 | $3,300,000 | +8.2% | 60,373 | +2.6% | 0.32% | -2.1% |
| Q3 2017 | $3,050,000 | +57.3% | 58,868 | +52.3% | 0.33% | +49.8% |
| Q2 2017 | $1,939,000 | +1.3% | 38,641 | +0.2% | 0.22% | -5.6% |
| Q1 2017 | $1,915,000 | +3.7% | 38,564 | +0.5% | 0.23% | -1.3% |
| Q4 2016 | $1,846,000 | – | 38,388 | – | 0.24% | – |
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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% |