SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 446 filers reported holding SCHWAB STRATEGIC TR in Q3 2020. The put-call ratio across all filers is 0.31 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $515,851 | +15.7% | 8,002 | +20.4% | 0.05% | +18.2% |
| Q2 2023 | $445,746 | -4.6% | 6,644 | -6.7% | 0.04% | -10.2% |
| Q1 2023 | $467,126 | -2.8% | 7,123 | -2.1% | 0.05% | -9.3% |
| Q4 2022 | $480,362 | +3.1% | 7,276 | -8.6% | 0.05% | -19.4% |
| Q3 2022 | $466,000 | -1.9% | 7,960 | +4.6% | 0.07% | +4.7% |
| Q2 2022 | $475,000 | +0.8% | 7,607 | +15.4% | 0.06% | +12.3% |
| Q1 2022 | $471,000 | +18.0% | 6,594 | +21.0% | 0.06% | +7.5% |
| Q4 2021 | $399,000 | -0.2% | 5,449 | -8.2% | 0.05% | -13.1% |
| Q3 2021 | $400,000 | -1.5% | 5,934 | 0.0% | 0.06% | -10.3% |
| Q2 2021 | $406,000 | +3.8% | 5,934 | -1.0% | 0.07% | -23.6% |
| Q1 2021 | $391,000 | +9.5% | 5,994 | -0.2% | 0.09% | -5.3% |
| Q4 2020 | $357,000 | +14.1% | 6,004 | 0.0% | 0.09% | -3.1% |
| Q3 2020 | $313,000 | -2.2% | 6,004 | -5.9% | 0.10% | -14.9% |
| Q2 2020 | $320,000 | +13.5% | 6,379 | 0.0% | 0.11% | -5.0% |
| Q1 2020 | $282,000 | -25.8% | 6,379 | +0.8% | 0.12% | -8.4% |
| Q4 2019 | $380,000 | +5.6% | 6,329 | +0.9% | 0.13% | +1.6% |
| Q3 2019 | $360,000 | +16.9% | 6,274 | +14.2% | 0.13% | -36.8% |
| Q2 2019 | $308,000 | +2.3% | 5,492 | 0.0% | 0.20% | -1.0% |
| Q1 2019 | $301,000 | +11.1% | 5,492 | -0.2% | 0.21% | -5.1% |
| Q4 2018 | $271,000 | +2.7% | 5,501 | +16.8% | 0.22% | +14.8% |
| Q3 2018 | $264,000 | +9.5% | 4,708 | +3.8% | 0.19% | -6.0% |
| Q2 2018 | $241,000 | – | 4,535 | – | 0.20% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| APPLETON GROUP, LLC | 279,528 | $20,467,000 | 20.53% |
| Avantax Planning Partners, Inc. | 5,561,497 | $407,213,000 | 16.75% |
| RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 542,003 | $39,685,000 | 16.30% |
| Mokosak Advisory Group, LLC | 537,662 | $39,358,000 | 15.10% |
| Advisory Services & Investments, LLC | 287,055 | $21,018,000 | 13.44% |
| Northern Capital Management, Inc. | 203,338 | $14,888,000 | 11.87% |
| BALLAST ADVISORS LLC | 384,685 | $28,167,000 | 10.77% |
| GenWealth Group, Inc. | 515,819 | $37,768,000 | 10.22% |
| IVC Wealth Advisors LLC | 201,036 | $14,720,000 | 9.49% |
| MATHER GROUP, LLC. | 6,430,919 | $470,871,000 | 9.22% |