SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 156 filers reported holding SCHWAB STRATEGIC TR in Q3 2016. The put-call ratio across all filers is 14.00 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $176,000 | 0.0% | 3,102 | -0.2% | 0.13% | -7.0% |
| Q3 2019 | $176,000 | +1.7% | 3,107 | +0.6% | 0.14% | +7.6% |
| Q2 2019 | $173,000 | -0.6% | 3,090 | -6.1% | 0.13% | -11.4% |
| Q1 2019 | $174,000 | 0.0% | 3,292 | 0.0% | 0.15% | +3.5% |
| Q1 2018 | $174,000 | -23.7% | 3,292 | -21.2% | 0.14% | -15.8% |
| Q4 2017 | $228,000 | +5.6% | 4,179 | +0.5% | 0.17% | 0.0% |
| Q3 2017 | $216,000 | -20.0% | 4,159 | -22.8% | 0.17% | -25.7% |
| Q2 2017 | $270,000 | -5.6% | 5,388 | -6.3% | 0.23% | -11.2% |
| Q1 2017 | $286,000 | +1.8% | 5,748 | -1.6% | 0.26% | -7.2% |
| Q4 2016 | $281,000 | +5.2% | 5,843 | -0.3% | 0.28% | -1.1% |
| Q3 2016 | $267,000 | – | 5,858 | – | 0.28% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Mokosak Advisory Group, LLC | 743,504 | $48,758,508 | 20.77% |
| Northern Capital Management, Inc. | 306,160 | $20,077,943 | 17.20% |
| RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 796,611 | $52,241,758 | 16.76% |
| Financial Advisors, LLC | 866,550 | $56,828,372 | 14.39% |
| Avantax Planning Partners, Inc. | 4,285,341 | $281,032,682 | 11.41% |
| Gemmer Asset Management LLC | 1,178,987 | $77,317,980 | 11.31% |
| BALLAST ADVISORS LLC | 410,474 | $26,918,865 | 10.74% |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. | 436,630 | $28,634,215 | 10.71% |
| MATHER GROUP, LLC. | 8,592,533 | $563,498,309 | 10.01% |
| IVC Wealth Advisors LLC | 186,278 | $12,216,130 | 8.66% |