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 2019 | $215,000 | -41.4% | 3,577 | -44.7% | 0.09% | -47.0% |
| Q3 2019 | $367,000 | -0.5% | 6,466 | -1.7% | 0.16% | -9.9% |
| Q2 2019 | $369,000 | +43.0% | 6,581 | +39.5% | 0.18% | +30.0% |
| Q1 2019 | $258,000 | +13.2% | 4,716 | +1.9% | 0.14% | -0.7% |
| Q4 2018 | $228,000 | -13.6% | 4,628 | -1.8% | 0.14% | +9.3% |
| Q3 2018 | $264,000 | +6.9% | 4,715 | +1.2% | 0.13% | -3.7% |
| Q2 2018 | $247,000 | +8.8% | 4,659 | +8.4% | 0.13% | -15.2% |
| Q1 2018 | $227,000 | -46.2% | 4,297 | -44.3% | 0.16% | -31.6% |
| Q4 2017 | $422,000 | +9.3% | 7,718 | +4.1% | 0.23% | +2.2% |
| Q3 2017 | $386,000 | +2.1% | 7,415 | +0.2% | 0.23% | -2.6% |
| Q2 2017 | $378,000 | +1.9% | 7,402 | -0.9% | 0.23% | -14.1% |
| Q1 2017 | $371,000 | +14.2% | 7,466 | +10.5% | 0.27% | +3.4% |
| Q4 2016 | $325,000 | +16.1% | 6,759 | +10.1% | 0.26% | +6.1% |
| Q3 2016 | $280,000 | +1.8% | 6,139 | +2.0% | 0.25% | -10.9% |
| Q2 2016 | $275,000 | +12.7% | 6,018 | +6.5% | 0.28% | +2.2% |
| Q1 2016 | $244,000 | – | 5,650 | – | 0.27% | – |
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% |