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 2019 | $4,979,000 | +125.9% | 82,815 | +113.1% | 0.03% | +112.5% |
| Q3 2019 | $2,204,000 | +4.0% | 38,871 | +2.9% | 0.02% | 0.0% |
| Q2 2019 | $2,120,000 | +22.8% | 37,765 | +19.7% | 0.02% | +14.3% |
| Q1 2019 | $1,727,000 | +62.5% | 31,545 | +46.3% | 0.01% | +40.0% |
| Q4 2018 | $1,063,000 | -17.3% | 21,560 | -5.9% | 0.01% | -23.1% |
| Q3 2018 | $1,285,000 | +15.9% | 22,911 | +9.7% | 0.01% | -13.3% |
| Q2 2018 | $1,109,000 | -5.9% | 20,877 | -6.4% | 0.02% | -6.2% |
| Q1 2018 | $1,179,000 | +2.7% | 22,306 | +6.3% | 0.02% | +6.7% |
| Q4 2017 | $1,148,000 | +49.7% | 20,985 | +41.7% | 0.02% | +25.0% |
| Q3 2017 | $767,000 | -7.6% | 14,805 | -10.5% | 0.01% | -20.0% |
| Q2 2017 | $830,000 | +36.7% | 16,544 | +35.5% | 0.02% | +25.0% |
| Q1 2017 | $607,000 | -2.6% | 12,210 | -5.8% | 0.01% | -14.3% |
| Q4 2016 | $623,000 | +195.3% | 12,962 | +179.2% | 0.01% | +180.0% |
| Q3 2016 | $211,000 | +56.3% | 4,642 | +52.6% | 0.01% | +25.0% |
| Q2 2016 | $135,000 | – | 3,041 | – | 0.00% | – |
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% |