SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 106 filers reported holding SCHWAB STRATEGIC TR in Q4 2014. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2018 | $10,000 | -80.0% | 198 | -77.7% | 0.00% | -87.9% |
| Q3 2018 | $50,000 | -50.0% | 888 | -53.2% | 0.03% | -38.9% |
| Q1 2018 | $100,000 | -18.0% | 1,898 | -15.3% | 0.05% | -31.6% |
| Q4 2017 | $122,000 | -5.4% | 2,240 | -10.0% | 0.08% | -4.8% |
| Q3 2017 | $129,000 | -11.6% | 2,490 | -14.2% | 0.08% | -16.2% |
| Q2 2017 | $146,000 | -26.6% | 2,901 | -27.7% | 0.10% | -33.1% |
| Q1 2017 | $199,000 | +1.5% | 4,015 | -1.5% | 0.15% | -32.7% |
| Q4 2016 | $196,000 | +2.1% | 4,078 | -3.4% | 0.22% | +28.7% |
| Q3 2016 | $192,000 | -4.0% | 4,223 | -5.6% | 0.17% | -7.1% |
| Q2 2016 | $200,000 | +1.0% | 4,475 | -2.5% | 0.18% | -8.5% |
| Q1 2016 | $198,000 | +1.5% | 4,590 | +1.0% | 0.20% | +8.6% |
| Q3 2015 | $195,000 | -10.6% | 4,543 | -10.4% | 0.18% | +3.9% |
| Q2 2015 | $218,000 | -0.5% | 5,069 | +0.1% | 0.18% | -32.1% |
| Q1 2015 | $219,000 | -2.2% | 5,063 | -0.3% | 0.26% | +27.8% |
| Q4 2014 | $224,000 | – | 5,078 | – | 0.20% | – |
Download | ||||||
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% |