SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 282 filers reported holding SCHWAB STRATEGIC TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2018 | $7,000 | +250.0% | 138 | +263.2% | 0.00% | +200.0% |
Q3 2018 | $2,000 | 0.0% | 38 | 0.0% | 0.00% | 0.0% |
Q2 2018 | $2,000 | 0.0% | 38 | 0.0% | 0.00% | 0.0% |
Q1 2018 | $2,000 | 0.0% | 38 | 0.0% | 0.00% | 0.0% |
Q4 2017 | $2,000 | 0.0% | 38 | -9.5% | 0.00% | 0.0% |
Q3 2017 | $2,000 | 0.0% | 42 | 0.0% | 0.00% | 0.0% |
Q2 2017 | $2,000 | -92.6% | 42 | -92.4% | 0.00% | -91.7% |
Q1 2017 | $27,000 | 0.0% | 554 | 0.0% | 0.01% | 0.0% |
Q4 2016 | $27,000 | -99.9% | 554 | +3.9% | 0.01% | +9.1% |
Q3 2016 | $23,985,000 | -3.3% | 533 | -3.6% | 0.01% | -8.3% |
Q2 2016 | $24,811,000 | +25.1% | 553 | +20.5% | 0.01% | +33.3% |
Q1 2016 | $19,837,000 | +12.4% | 459 | +10.3% | 0.01% | +12.5% |
Q4 2015 | $17,655,000 | – | 416 | – | 0.01% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Mokosak Advisory Group, LLC | 737,510 | $46,031,000 | 21.97% |
Northern Capital Management, Inc. | 295,778 | $18,462,000 | 17.97% |
RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 643,350 | $40,158,000 | 15.76% |
Avantax Planning Partners, Inc. | 5,043,942 | $314,843,000 | 13.45% |
BALLAST ADVISORS LLC | 402,718 | $25,138,000 | 11.30% |
GenWealth Group, Inc. | 489,488 | $30,554,000 | 9.77% |
MATHER GROUP, LLC. | 6,813,154 | $425,277,000 | 9.71% |
Gemmer Asset Management LLC | 988,564 | $61,706,000 | 9.65% |
IVC Wealth Advisors LLC | 190,915 | $11,917,000 | 9.22% |
MARSHALL FINANCIAL GROUP INC /ADV | 315,297 | $19,681,000 | 8.94% |