SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 208 filers reported holding SCHWAB STRATEGIC TR in Q2 2017. The put-call ratio across all filers is - and the average weighting 0.8%.
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 | 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% |