SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 489 filers reported holding SCHWAB STRATEGIC TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2019 | $6,019,000 | +7.8% | 106,093 | +6.7% | 2.24% | +3.8% |
| Q2 2019 | $5,582,000 | +0.2% | 99,432 | -2.3% | 2.16% | -0.7% |
| Q1 2019 | $5,570,000 | +30.4% | 101,759 | +17.4% | 2.17% | +8.9% |
| Q4 2018 | $4,272,000 | -66.4% | 86,686 | -58.1% | 1.99% | -30.6% |
| Q1 2018 | $12,701,000 | +177.6% | 206,884 | +127.0% | 2.87% | +21.7% |
| Q2 2017 | $4,576,000 | +8.4% | 91,157 | +6.8% | 2.36% | +6.6% |
| Q1 2017 | $4,220,000 | +22.7% | 85,323 | +20.1% | 2.22% | +13.7% |
| Q4 2016 | $3,438,000 | +243.5% | 71,028 | +220.2% | 1.95% | +216.2% |
| Q3 2016 | $1,001,000 | – | 22,185 | – | 0.62% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Mokosak Advisory Group, LLC | 884,548 | $65,527,540 | 21.66% |
| Northern Capital Management, Inc. | 400,547 | $29,672,490 | 19.80% |
| HRC WEALTH MANAGEMENT, LLC | 389,917 | $28,885,076 | 19.78% |
| RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 907,154 | $67,600,050 | 15.94% |
| Financial Advisors, LLC | 899,034 | $66,600,448 | 13.62% |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. | 522,226 | $38,686,538 | 13.17% |
| Dodds Wealth, LLC | 444,887 | $32,935,006 | 12.86% |
| Gemmer Asset Management LLC | 1,337,883 | $99,110,365 | 10.60% |
| MATHER GROUP, LLC. | 11,127,954 | $845,501,977 | 10.41% |
| Avantax Planning Partners, Inc. | 4,020,474 | $297,836,747 | 9.57% |