SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 132 filers reported holding SCHWAB STRATEGIC TR in Q4 2015. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $393,000 | +4.2% | 6,604 | -8.7% | 0.25% | -4.2% |
| Q3 2020 | $377,000 | -2.6% | 7,230 | -6.3% | 0.26% | -11.0% |
| Q2 2020 | $387,000 | -49.7% | 7,720 | -55.6% | 0.29% | -58.9% |
| Q1 2020 | $769,000 | -24.7% | 17,379 | +2.3% | 0.71% | -10.7% |
| Q4 2019 | $1,021,000 | -12.2% | 16,980 | -17.2% | 0.80% | -22.4% |
| Q3 2019 | $1,163,000 | -13.7% | 20,506 | -14.5% | 1.02% | -5.4% |
| Q2 2019 | $1,347,000 | +259.2% | 23,985 | +250.2% | 1.08% | +273.4% |
| Q1 2019 | $375,000 | +85.6% | 6,849 | +44.3% | 0.29% | +92.1% |
| Q4 2015 | $202,000 | -1.0% | 4,748 | -7.1% | 0.15% | -8.5% |
| Q3 2015 | $204,000 | -2.9% | 5,111 | +4.5% | 0.16% | -3.5% |
| Q2 2015 | $210,000 | +0.5% | 4,890 | +1.5% | 0.17% | -0.6% |
| Q1 2015 | $209,000 | -50.0% | 4,819 | -49.5% | 0.17% | -14.0% |
| Q4 2014 | $418,000 | – | 9,538 | – | 0.20% | – |
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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% |