SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 448 filers reported holding SCHWAB STRATEGIC TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,500,790 | +6.8% | 69,823 | +11.2% | 1.02% | +11.7% |
| Q2 2023 | $4,213,185 | +5.9% | 62,799 | +3.5% | 0.91% | +1.6% |
| Q1 2023 | $3,978,214 | +22.7% | 60,662 | +23.5% | 0.90% | +24.2% |
| Q4 2022 | $3,242,902 | +49.9% | 49,120 | +32.8% | 0.72% | +31.4% |
| Q3 2022 | $2,164,000 | +71.1% | 36,992 | +82.6% | 0.55% | +76.0% |
| Q2 2022 | $1,265,000 | +34.1% | 20,256 | +53.4% | 0.31% | +54.2% |
| Q1 2022 | $943,000 | -31.3% | 13,203 | -29.6% | 0.20% | -29.5% |
| Q4 2021 | $1,373,000 | -5.2% | 18,755 | -12.6% | 0.29% | -15.0% |
| Q3 2021 | $1,448,000 | +2.8% | 21,458 | +4.2% | 0.34% | +2.1% |
| Q2 2021 | $1,408,000 | +8.0% | 20,591 | +3.0% | 0.33% | +5.1% |
| Q1 2021 | $1,304,000 | +26.2% | 19,983 | +15.1% | 0.32% | +11.7% |
| Q4 2020 | $1,033,000 | +7.8% | 17,357 | -5.5% | 0.28% | -11.0% |
| Q3 2020 | $958,000 | +41.7% | 18,360 | +20.3% | 0.32% | +28.2% |
| Q1 2020 | $676,000 | +92.6% | 15,259 | +161.2% | 0.25% | +239.7% |
| Q4 2019 | $351,000 | +24.0% | 5,842 | +17.3% | 0.07% | -16.1% |
| Q3 2019 | $283,000 | +3.7% | 4,982 | +2.4% | 0.09% | +16.0% |
| Q2 2019 | $273,000 | – | 4,864 | – | 0.08% | – |
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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% |