SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 414 filers reported holding SCHWAB STRATEGIC TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 1.2%.
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% | – |
Download | ||||||
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% |