SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 412 filers reported holding SCHWAB STRATEGIC TR in Q3 2019. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $13,127,486 | -23.1% | 203,653 | -20.0% | 1.22% | -21.1% |
| Q2 2023 | $17,069,454 | +0.3% | 254,426 | -2.0% | 1.55% | -5.0% |
| Q1 2023 | $17,022,418 | -6.7% | 259,567 | -6.0% | 1.63% | -11.8% |
| Q4 2022 | $18,237,907 | +4.0% | 276,248 | -7.8% | 1.85% | -5.7% |
| Q3 2022 | $17,529,000 | -33.2% | 299,584 | -28.7% | 1.96% | -30.0% |
| Q2 2022 | $26,242,000 | -12.9% | 420,405 | -0.4% | 2.80% | -1.6% |
| Q1 2022 | $30,124,000 | -1.9% | 421,961 | +0.6% | 2.84% | +2.2% |
| Q4 2021 | $30,711,000 | +11.6% | 419,439 | +2.8% | 2.78% | +2.2% |
| Q3 2021 | $27,531,000 | -0.2% | 407,993 | +1.1% | 2.72% | -3.2% |
| Q2 2021 | $27,585,000 | +9.5% | 403,467 | +4.5% | 2.81% | +3.6% |
| Q1 2021 | $25,202,000 | +18.5% | 386,062 | +8.0% | 2.72% | +10.6% |
| Q4 2020 | $21,271,000 | +22.2% | 357,322 | +7.1% | 2.46% | +5.5% |
| Q3 2020 | $17,411,000 | +11.0% | 333,613 | +6.5% | 2.33% | +3.4% |
| Q2 2020 | $15,690,000 | +77.8% | 313,109 | +57.0% | 2.25% | +52.2% |
| Q1 2020 | $8,826,000 | +5.8% | 199,375 | +43.7% | 1.48% | +44.2% |
| Q4 2019 | $8,343,000 | +15.9% | 138,778 | +9.3% | 1.03% | +7.4% |
| Q3 2019 | $7,201,000 | +5.4% | 126,927 | +4.3% | 0.96% | +4.4% |
| Q2 2019 | $6,834,000 | +10.6% | 121,736 | +7.9% | 0.92% | +5.5% |
| Q1 2019 | $6,177,000 | +29.8% | 112,840 | +16.8% | 0.87% | +15.3% |
| Q4 2018 | $4,760,000 | -9.6% | 96,573 | +2.8% | 0.75% | +8.5% |
| Q3 2018 | $5,267,000 | +16.4% | 93,912 | +10.2% | 0.69% | +103.2% |
| Q2 2018 | $4,525,000 | -10.6% | 85,184 | -11.1% | 0.34% | -54.3% |
| Q1 2018 | $5,064,000 | -2.7% | 95,850 | +0.7% | 0.75% | -0.1% |
| Q4 2017 | $5,206,000 | +60.9% | 95,213 | +52.5% | 0.75% | +58.9% |
| Q3 2017 | $3,236,000 | +6.4% | 62,455 | +3.1% | 0.47% | +2.0% |
| Q2 2017 | $3,041,000 | -25.4% | 60,570 | -26.1% | 0.46% | -29.5% |
| Q1 2017 | $4,075,000 | -0.2% | 82,015 | -3.9% | 0.65% | -5.8% |
| Q4 2016 | $4,083,000 | +75.5% | 85,326 | +67.1% | 0.69% | +72.2% |
| Q3 2016 | $2,326,000 | +8.5% | 51,073 | +6.8% | 0.40% | +2.3% |
| Q2 2016 | $2,143,000 | +29.8% | 47,841 | +25.2% | 0.39% | +16.2% |
| Q1 2016 | $1,651,000 | +20.5% | 38,204 | +18.4% | 0.34% | +17.7% |
| Q4 2015 | $1,370,000 | +5.5% | 32,267 | -1.0% | 0.29% | -4.3% |
| Q3 2015 | $1,298,000 | -2.8% | 32,586 | +5.1% | 0.30% | +6.0% |
| Q2 2015 | $1,335,000 | -58.5% | 31,008 | -58.2% | 0.28% | -58.2% |
| Q1 2015 | $3,213,000 | -33.7% | 74,244 | -32.4% | 0.68% | +30.8% |
| Q4 2014 | $4,844,000 | +305.4% | 109,842 | +291.8% | 0.52% | +100.8% |
| Q3 2014 | $1,195,000 | -24.6% | 28,036 | -24.1% | 0.26% | -24.7% |
| Q2 2014 | $1,584,000 | +101.5% | 36,957 | +93.7% | 0.34% | +81.1% |
| Q1 2014 | $786,000 | +34.6% | 19,084 | +33.2% | 0.19% | +25.8% |
| Q4 2013 | $584,000 | -72.6% | 14,325 | -74.9% | 0.15% | -75.0% |
| Q3 2013 | $2,128,000 | +156.1% | 57,042 | +148.4% | 0.60% | +146.1% |
| Q2 2013 | $831,000 | – | 22,966 | – | 0.24% | – |
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% |