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 | 139,476 | $8,161,000 | 23.30% |
| Mokosak Advisory Group, LLC | 738,601 | $43,212,000 | 21.28% |
| Northern Capital Management, Inc. | 298,990 | $17,494,000 | 17.90% |
| RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 727,232 | $42,550,000 | 16.44% |
| Avantax Planning Partners, Inc. | 5,166,392 | $302,286,000 | 13.62% |
| BALLAST ADVISORS LLC | 414,901 | $24,276,000 | 11.35% |
| Gemmer Asset Management LLC | 1,002,985 | $58,685,000 | 9.78% |
| MATHER GROUP, LLC. | 7,160,541 | $418,964,000 | 9.02% |
| GenWealth Group, Inc. | 450,989 | $26,387,000 | 8.94% |
| IVC Wealth Advisors LLC | 189,393 | $11,081,000 | 8.92% |