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 | $1,116,310 | -5.0% | 17,317 | -1.2% | 0.06% | -3.4% |
| Q2 2023 | $1,175,468 | +2.4% | 17,521 | +0.1% | 0.06% | -1.7% |
| Q1 2023 | $1,147,421 | +1.0% | 17,496 | +1.6% | 0.06% | +3.4% |
| Q4 2022 | $1,136,402 | +3.6% | 17,213 | -8.2% | 0.06% | +7.4% |
| Q3 2022 | $1,097,000 | +4.4% | 18,741 | +11.3% | 0.05% | +5.9% |
| Q2 2022 | $1,051,000 | -12.6% | 16,844 | 0.0% | 0.05% | -22.7% |
| Q1 2022 | $1,202,000 | -2.5% | 16,844 | 0.0% | 0.07% | 0.0% |
| Q4 2021 | $1,233,000 | +15.1% | 16,844 | +6.2% | 0.07% | +4.8% |
| Q3 2021 | $1,071,000 | -1.3% | 15,868 | 0.0% | 0.06% | +3.3% |
| Q2 2021 | $1,085,000 | +3.4% | 15,868 | -1.2% | 0.06% | -9.0% |
| Q1 2021 | $1,049,000 | +10.1% | 16,066 | +0.3% | 0.07% | +3.1% |
| Q4 2020 | $953,000 | +14.0% | 16,019 | 0.0% | 0.06% | 0.0% |
| Q3 2020 | $836,000 | +4.1% | 16,019 | 0.0% | 0.06% | -13.3% |
| Q2 2020 | $803,000 | +13.4% | 16,019 | 0.0% | 0.08% | +7.1% |
| Q1 2020 | $708,000 | -37.3% | 16,019 | -14.6% | 0.07% | -32.7% |
| Q4 2019 | $1,129,000 | +60.8% | 18,764 | +51.6% | 0.10% | +65.1% |
| Q3 2019 | $702,000 | +32.5% | 12,377 | +31.0% | 0.06% | +43.2% |
| Q2 2019 | $530,000 | +51.0% | 9,450 | +47.2% | 0.04% | +51.7% |
| Q1 2019 | $351,000 | +45.0% | 6,418 | +30.5% | 0.03% | +61.1% |
| Q4 2018 | $242,000 | +5.7% | 4,919 | +11.5% | 0.02% | -5.3% |
| Q3 2017 | $229,000 | -36.4% | 4,413 | -38.4% | 0.02% | -38.7% |
| Q2 2017 | $360,000 | +1.1% | 7,168 | 0.0% | 0.03% | +3.3% |
| Q1 2017 | $356,000 | -2.2% | 7,168 | -5.4% | 0.03% | -9.1% |
| Q4 2016 | $364,000 | +5.5% | 7,574 | 0.0% | 0.03% | -2.9% |
| Q3 2016 | $345,000 | -8.7% | 7,574 | -10.3% | 0.03% | -5.6% |
| Q2 2016 | $378,000 | +3.6% | 8,447 | 0.0% | 0.04% | +2.9% |
| Q1 2016 | $365,000 | – | 8,447 | – | 0.04% | – |
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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% |