SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 399 filers reported holding SCHWAB STRATEGIC TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2019 | $6,831,000 | -28.9% | 124,785 | -36.0% | 4.68% | -32.2% |
| Q4 2018 | $9,604,000 | +10.2% | 194,857 | +20.9% | 6.90% | +7.6% |
| Q3 2018 | $8,718,000 | +35.0% | 161,207 | +32.6% | 6.41% | +64.0% |
| Q2 2018 | $6,459,000 | +8.6% | 121,601 | +8.1% | 3.91% | -15.2% |
| Q1 2018 | $5,945,000 | -5.4% | 112,500 | -7.3% | 4.60% | +7.7% |
| Q4 2017 | $6,287,000 | 0.0% | 121,319 | 0.0% | 4.28% | +2.3% |
| Q3 2017 | $6,287,000 | +24.6% | 121,319 | +20.7% | 4.18% | +48.4% |
| Q2 2017 | $5,045,000 | – | 100,489 | – | 2.82% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| APPLETON GROUP, LLC | 139,476 | $8,161,000 | 23.30% |
| Mokosak Advisory Group, LLC | 738,601 | $43,212,000 | 21.28% |
| Northern Capital Management, Inc. | 298,990 | $17,494,000 | 17.90% |
| RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 727,232 | $42,550,000 | 16.44% |
| Avantax Planning Partners, Inc. | 5,166,392 | $302,286,000 | 13.62% |
| BALLAST ADVISORS LLC | 414,901 | $24,276,000 | 11.35% |
| Gemmer Asset Management LLC | 1,002,985 | $58,685,000 | 9.78% |
| MATHER GROUP, LLC. | 7,160,541 | $418,964,000 | 9.02% |
| GenWealth Group, Inc. | 450,989 | $26,387,000 | 8.94% |
| IVC Wealth Advisors LLC | 189,393 | $11,081,000 | 8.92% |