SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 194 filers reported holding SCHWAB STRATEGIC TR in Q1 2017. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2016 | $207,000 | -21.0% | 4,312 | -29.0% | 0.08% | -33.1% |
Q1 2016 | $262,000 | +18.0% | 6,071 | +16.0% | 0.12% | +13.8% |
Q4 2015 | $222,000 | +8.8% | 5,233 | +1.9% | 0.11% | 0.0% |
Q3 2015 | $204,000 | -7.7% | 5,133 | 0.0% | 0.11% | -6.0% |
Q2 2015 | $221,000 | -26.3% | 5,133 | -26.0% | 0.12% | -22.1% |
Q1 2015 | $300,000 | -2.0% | 6,932 | 0.0% | 0.15% | -7.5% |
Q4 2014 | $306,000 | – | 6,932 | – | 0.16% | – |
Download |
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% |