SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 377 filers reported holding SCHWAB STRATEGIC TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $90 | -3.2% | 1,390 | 0.0% | 0.02% | 0.0% |
| Q2 2023 | $93 | +2.2% | 1,390 | 0.0% | 0.02% | -5.0% |
| Q1 2023 | $91 | -1.1% | 1,390 | 0.0% | 0.02% | 0.0% |
| Q4 2022 | $92 | -99.9% | 1,390 | 0.0% | 0.02% | -4.8% |
| Q3 2022 | $81,000 | -6.9% | 1,390 | 0.0% | 0.02% | 0.0% |
| Q2 2022 | $87,000 | -12.1% | 1,390 | 0.0% | 0.02% | 0.0% |
| Q1 2022 | $99,000 | -2.9% | 1,390 | 0.0% | 0.02% | -4.5% |
| Q4 2021 | $102,000 | +8.5% | 1,390 | 0.0% | 0.02% | 0.0% |
| Q3 2021 | $94,000 | – | 1,390 | +69400.0% | 0.02% | – |
| Q1 2021 | $0 | -100.0% | 2 | -99.8% | 0.00% | -100.0% |
| Q1 2020 | $41,000 | -10.9% | 922 | +19.3% | 0.01% | +7.7% |
| Q4 2019 | $46,000 | +4.5% | 773 | 0.0% | 0.01% | -7.1% |
| Q3 2019 | $44,000 | +37.5% | 773 | +35.1% | 0.01% | +40.0% |
| Q2 2019 | $32,000 | +3.2% | 572 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $31,000 | +47.6% | 572 | +34.6% | 0.01% | +25.0% |
| Q4 2018 | $21,000 | -27.6% | 425 | -18.0% | 0.01% | -11.1% |
| Q3 2018 | $29,000 | -58.6% | 518 | -60.8% | 0.01% | -60.9% |
| Q2 2018 | $70,000 | +7.7% | 1,320 | +7.6% | 0.02% | +15.0% |
| Q1 2018 | $65,000 | +35.4% | 1,227 | +39.9% | 0.02% | +25.0% |
| Q4 2017 | $48,000 | +6.7% | 877 | 0.0% | 0.02% | 0.0% |
| Q3 2017 | $45,000 | -6.2% | 877 | -8.4% | 0.02% | -11.1% |
| Q2 2017 | $48,000 | -31.4% | 957 | -31.6% | 0.02% | -35.7% |
| Q1 2017 | $70,000 | – | 1,400 | – | 0.03% | – |
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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% |