SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 180 filers reported holding SCHWAB STRATEGIC TR in Q4 2016. The put-call ratio across all filers is 0.76 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,240,501 | -2.9% | 34,758 | +1.1% | 0.24% | -0.8% |
| Q2 2023 | $2,306,755 | +2.7% | 34,383 | +0.4% | 0.24% | 0.0% |
| Q1 2023 | $2,246,640 | -6.2% | 34,258 | -5.6% | 0.24% | -11.8% |
| Q4 2022 | $2,395,404 | +16.7% | 36,283 | +3.4% | 0.27% | +5.4% |
| Q3 2022 | $2,053,000 | -7.6% | 35,083 | -1.4% | 0.26% | -6.2% |
| Q2 2022 | $2,221,000 | -12.7% | 35,583 | -0.2% | 0.27% | -6.8% |
| Q1 2022 | $2,545,000 | -4.6% | 35,653 | -2.1% | 0.29% | -13.8% |
| Q4 2021 | $2,667,000 | +9.8% | 36,427 | +1.2% | 0.34% | -3.7% |
| Q3 2021 | $2,430,000 | +1.3% | 36,007 | +2.6% | 0.35% | -6.1% |
| Q2 2021 | $2,399,000 | +4.8% | 35,083 | 0.0% | 0.38% | -3.3% |
| Q1 2021 | $2,290,000 | +10.3% | 35,083 | +0.6% | 0.39% | +0.8% |
| Q4 2020 | $2,077,000 | +14.1% | 34,883 | 0.0% | 0.39% | -0.8% |
| Q3 2020 | $1,821,000 | +11.5% | 34,883 | +7.1% | 0.39% | -0.3% |
| Q2 2020 | $1,633,000 | +5003.1% | 32,583 | +4554.7% | 0.39% | +4244.4% |
| Q3 2016 | $32,000 | +6.7% | 700 | 0.0% | 0.01% | 0.0% |
| Q1 2016 | $30,000 | 0.0% | 700 | 0.0% | 0.01% | 0.0% |
| Q4 2015 | $30,000 | +7.1% | 700 | 0.0% | 0.01% | 0.0% |
| Q3 2015 | $28,000 | -53.3% | 700 | -50.0% | 0.01% | 0.0% |
| Q2 2015 | $60,000 | – | 1,400 | – | 0.01% | – |
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% |