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 | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $1,437,000 | -80.9% | 32,467 | -74.1% | 0.40% | -76.9% |
| Q4 2019 | $7,524,000 | -9.2% | 125,152 | -14.3% | 1.73% | -16.4% |
| Q3 2019 | $8,282,000 | -1.2% | 145,989 | -2.2% | 2.07% | -7.1% |
| Q2 2019 | $8,379,000 | +2.8% | 149,260 | +0.2% | 2.23% | -4.0% |
| Q1 2019 | $8,152,000 | +2.3% | 148,923 | -7.9% | 2.32% | -9.6% |
| Q4 2018 | $7,972,000 | +24812.5% | 161,727 | +26765.0% | 2.57% | +21341.7% |
| Q2 2018 | $32,000 | 0.0% | 602 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $32,000 | -8.6% | 602 | -13.1% | 0.01% | -14.3% |
| Q3 2017 | $35,000 | +2.9% | 693 | +0.4% | 0.01% | +7.7% |
| Q2 2017 | $34,000 | -2.9% | 690 | +0.7% | 0.01% | -7.1% |
| Q1 2017 | $35,000 | +6.1% | 685 | +0.6% | 0.01% | +55.6% |
| Q4 2016 | $33,000 | +10.0% | 681 | +0.9% | 0.01% | -25.0% |
| Q3 2016 | $30,000 | – | 675 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| APPLETON GROUP, LLC | 279,528 | $20,467,000 | 20.53% |
| Avantax Planning Partners, Inc. | 5,561,497 | $407,213,000 | 16.75% |
| RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 542,003 | $39,685,000 | 16.30% |
| Mokosak Advisory Group, LLC | 537,662 | $39,358,000 | 15.10% |
| Advisory Services & Investments, LLC | 287,055 | $21,018,000 | 13.44% |
| Northern Capital Management, Inc. | 203,338 | $14,888,000 | 11.87% |
| BALLAST ADVISORS LLC | 384,685 | $28,167,000 | 10.77% |
| GenWealth Group, Inc. | 515,819 | $37,768,000 | 10.22% |
| IVC Wealth Advisors LLC | 201,036 | $14,720,000 | 9.49% |
| MATHER GROUP, LLC. | 6,430,919 | $470,871,000 | 9.22% |