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 | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $663,000 | -15.1% | 12,708 | -18.5% | 0.52% | -29.3% |
| Q2 2020 | $781,000 | -0.9% | 15,594 | -12.4% | 0.74% | -24.6% |
| Q1 2020 | $788,000 | -38.1% | 17,807 | -15.8% | 0.98% | -16.6% |
| Q4 2019 | $1,272,000 | +7.3% | 21,161 | +1.3% | 1.18% | -4.9% |
| Q3 2019 | $1,185,000 | +3.2% | 20,882 | +2.1% | 1.24% | +2.1% |
| Q2 2019 | $1,148,000 | +3.9% | 20,445 | +1.2% | 1.21% | -3.4% |
| Q1 2019 | $1,105,000 | +23.5% | 20,195 | +11.2% | 1.25% | +6.7% |
| Q4 2018 | $895,000 | +17.0% | 18,155 | +33.1% | 1.17% | +52.3% |
| Q3 2018 | $765,000 | +21.2% | 13,640 | +14.8% | 0.77% | +12.4% |
| Q2 2018 | $631,000 | +20.2% | 11,885 | +19.6% | 0.69% | +27.5% |
| Q1 2018 | $525,000 | – | 9,934 | – | 0.54% | – |
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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% |