SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 194 filers reported holding SCHWAB STRATEGIC TR in Q1 2017. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $534,566 | -13.2% | 8,293 | -9.7% | 0.02% | -16.7% |
| Q2 2023 | $616,087 | +208.0% | 9,183 | +156.9% | 0.02% | +80.0% |
| Q3 2018 | $200,000 | -9.5% | 3,574 | -14.1% | 0.01% | -9.1% |
| Q2 2018 | $221,000 | -40.8% | 4,163 | -41.1% | 0.01% | -45.0% |
| Q1 2018 | $373,000 | -3.4% | 7,063 | 0.0% | 0.02% | 0.0% |
| Q4 2017 | $386,000 | +5.5% | 7,063 | 0.0% | 0.02% | 0.0% |
| Q3 2017 | $366,000 | -5.9% | 7,063 | -8.9% | 0.02% | -4.8% |
| Q2 2017 | $389,000 | +1.0% | 7,754 | 0.0% | 0.02% | 0.0% |
| Q1 2017 | $385,000 | – | 7,754 | – | 0.02% | – |
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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% |