SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 288 filers reported holding SCHWAB STRATEGIC TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.9%.
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 ↓ |
|---|---|---|---|
| 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% |